Financial Services


At Blackdown Wealth Management LLP we appreciate the need to offer clients financial advice which is trustworthy, straight forward and regularly reviewed to help our clients and their loved ones build their family aspirations on firm foundations.

The advice we offer whether the need is straight forward or more complex is the fundamental cornerstone on which life’s decisions can be made upon. In a dynamic fast moving world which is ever changing access to such knowledge brings reassurance.

Client relationships and their changing needs are central to the Practice as we strive to offer exceptional personal financial advice and customer service for the long term. Secure in the knowledge that our advice is guaranteed by St. James’s Place.

St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group’s website at 



We offer a comprehensive range of first charge mortgages from across the market, which lenders make available to mortgage intermediaries. We have access, through St. James’s Place, to exclusive offers not always available on the high street. Our level of service, flexibility and competitive products ensures we are well equipped to help find the best mortgage for you1.


Protecting yourself, your family and your business can make a real difference to your life and those you care about, both today and in the future. We are specialists in providing solutions to meet exceptional insurance needs, including the protection of companies and the people who own and manage them.


While making plans for a long and prosperous retirement is likely to involve investment in pensions, the range of strategies has never been wider. With us now generally living longer, knowing how to take advantage of the opportunities available is vital, making our advice important to both private individuals and business owners.


Through St. James’s Place, we have access to a broad range of funds and expert advice to help you build an appropriate portfolio to enhance your wealth and protect it against inflation. We can also help to arrange your investments as tax-efficiently as possible, whether for you, your family or other beneficiaries2.


We have access to, through St. James’s Place, a range of family-oriented products and services, enabling families to work together to support each other across the generations. Whether you would like to help younger family members on to the housing ladder, contribute to a grandchild’s education or wedding, or help an older relative with later-life planning, we can help ensure your wealth works harder for all your family without compromising your needs.


Cash savings and borrowing can play an important role in your financial planning. Through St. James’s Place we work with a number of carefully-selected financial and banking institutions offering access to an extensive range of high-quality banking products, all backed by excellent standards of service.

Provided by:

1 Your home may be repossessed if you do not keep up repayments on your mortgage.

2 The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

*Please note that this is a referral service, as such the service provided is separate and distinct to those offered by St. James’s Place.

speak to a financial advisor

Richard Lake
DipPFS, Cert CII (MP)
Associate Partner

Complete the form below and we will be in touch as soon as possible

Blackdown Wealth Management LLP introduces to St. James’s Place Wealth Management plc which is authorised and regulated by the Financial Conduct Authority.

SJP Approved 07/02/2024

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