Belgrave Asset Management Limited

Independent Financial Adviser Sterling House, Bath, BA1 3AN
FCA verified
18th November 2019
With over two decades of experience, we provide a personal financial service tailored to each individual client.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
Michael Smith
Managing Director
Phillip Hilton
Head of Investments
Gemma Watson
Director of Financial Planning
Where to find us

Sterling House, Bath, BA1 3AN

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
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    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value