Financial Services
About
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 www.sjp.co.uk/products.
Services
MORTGAGES
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.
PROTECTION
RETIREMENT PLANNING
INVESTMENTS PLANNING
INTERGENERATIONAL WEALTH
REFERRAL TO CASH SAVINGS AND BORROWING*
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