FCA verified
20th November 2017

Belgrave Asset Management Limited

Independent Financial Adviser Sterling House, Bath, BA1 3AN
With over two decades of experience, we provide a personal financial service tailored to each individual client.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group pensions
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Michael Smith
Managing Director
adviser-person
Gemma Watson
Director of Financial Planning
adviser-person
Phillip Hilton
Head of Investments
Where to find us
About us

Asset Management company & South West financial advisors dedicated to providing personal financial advice and wealth management services in Bath.

Our services

Asset management requires expertise, experience, and most importantly, a soft touch. Whether the assets are large or small, Belgrave’s bespoke approach realises the maximum potential of client assets.

Finding the right approach to asset management is a carefully honed craft. A balance must be found between client needs and objectives, market conditions and current contexts such as the economy and political landscape.

We have found this balance and successfully use our experience to navigate through difficult market conditions to exceed our client's expectations.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

For more information, please call .

Belgrave’s portfolio management service provides a structured approach to investment management. We design your portfolio to best suit your needs and objectives. However, it is possible for value of your investments to go down as well as up. Generating capital growth may require higher levels of equity investment which could be subject to short term volatility. The contents of our unbiased.co.uk profile and company website is not intended to constitute personal financial recommendations. If you require financial advice, please contact an Independent Financial Adviser.

1. Belgrave Asset Management Limited is authorised and regulated by the Financial Conduct Authority to provide advice relating to investments, pensions, life assurance and mortgage products.

2. Please note that the value of investments and the income from them can go down as well as up and investors may not get back the amount originally invested.

BELGRAVE ASSET MANAGEMENT LIMITED
Registered in England 3936094
VAT Number 771 8636 95

Similar advisers near you

Financial Adviser (Restricted Whole of Market) 0.3 mi
I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service.
 
Independent Financial Adviser 0.35 mi
We provide independent financial advice to individuals, their family, businesses and trustees working alongside solicitors and accountants.
 
Independent Financial Adviser 0.39 mi
Plan for your future with confidence. We offer independent and unbiased advice, together with years of experience.
 
Independent Financial Adviser 0.49 mi
We provide a structured approach to financial planning, giving clients confidence that they will achieve their financial goals.