YOUR FUTURE IN SAFE HANDS

WEALTH PLANNING

 

Our core business is the provision of face-to-face financial planning and wealth management advice to private clients.

 

YOUR FUTURE IN SAFE HANDS

QUALIFIED PROFESSIONALS

We take the responsibility of managing our clients’ wealth very seriously.

We are passionate about providing clarity to our clients in what is an increasingly complex world. We look forward to welcoming you as clients.

YOUR FUTURE IN SAFE HANDS

OUR SERVICES

Some examples of our specialist services:

  • Strategic Lifetime cashflow analysis and
         planning
  • Independent fund managers
  • Advanced tax and financial planning
  • Pension fund management
DIP PFS MIFP CFP CII MCSI

Managing Director & Founder, Certified Financial Planner

During a career spanning 22 years, Paul has become a specialist in many areas of financial planning including Investment management, wealth protection, tax planning, trust* establishment, Business Sale and Exit Strategy**, and offshore investment planning. Paul is also widely quoted in media publications including the Daily Telegraph, Financial Adviser and The Independent. Read more

Welcome to Paul Byles Wealth Management Ltd

Paul Byles Wealth Management Ltd is a Partner Practice of St. James’s Place Wealth Management offers a bespoke wealth management and financial planning service with an holistic approach.

Since our inception, in 2009, we have grown to become a highly respected business in our sector, working with private clients, charities, trustees, business owners and professional partners to deliver an outstanding service and demonstrate our advanced levels of knowledge and expertise.

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.

Our Services

We take managing our clients’ wealth very seriously. We are passionate about providing clarity to our clients in what is an increasingly complex world. Our range of services are designed to help our clients’ plan for every area of their lives.

* Trusts are not regulated by the Financial Conduct Authority

** Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James’s Place.