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WB Wealth Ltd

WB Wealth Ltd


WB Wealth Ltd's financial review

Employees

2


WB Wealth Ltd information

Part of the St. James's Place Partnership, WB Wealth works with senior financial services individuals and business owners, specialising in:• Sophisticated analysis and risk management processes• Tax-efficient onshore and offshore investment planning• Related trust and estate planning structures.𝗢𝘂𝗿 𝗼𝗯𝗷𝗲𝗰𝘁𝗶𝘃𝗲𝘀 𝗮𝘁 𝗪𝗕 𝗪𝗲𝗮𝗹𝘁𝗵Offer cutting edge solutions to enhance financial well...
Part of the St. James's Place Partnership, WB Wealth works with senior financial services individuals and business owners, specialising in:• Sophisticated analysis and risk management processes• Tax-efficient onshore and offshore investment planning• Related trust and estate planning structures.𝗢𝘂𝗿 𝗼𝗯𝗷𝗲𝗰𝘁𝗶𝘃𝗲𝘀 𝗮𝘁 𝗪𝗕 𝗪𝗲𝗮𝗹𝘁𝗵Offer cutting edge solutions to enhance financial wellbeing ✔️Build long-term relationships to deliver the best outcomes ✔️Provide comprehensive, high-quality financial planning ✔️𝗬𝗼𝘂𝗿 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝗮𝘁 𝗪𝗕 𝗪𝗲𝗮𝗹𝘁𝗵Face-to-face financial advice in our London office ✔️Opportunity to review your financial affairs regularly ✔️Investments managed via SJP's distinctive approach ✔️𝗥𝗲𝗮𝘀𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗮𝘁 𝗪𝗕 𝗪𝗲𝗮𝗹𝘁𝗵• "I would not hesitate in recommending Geoff"• "Geoff has always provided me with trusted advice"• "Geoff's advice, support, and expertise is invaluable"📞 0207 516 5810🖥 geoff.winchester@sjpp.co.uk

WB Wealth Ltd industries

Financial planning
Wealth management
Estate planning
Investment planning

WB Wealth Ltd's financial review

Employees

2

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