This site uses cookies. We have recently updated our Privacy Policy - read more here.

×
  1. Home
  2. breadcrumbs-arrow
  3. Find an adviser
  4. breadcrumbs-arrow
  5. South West
  6. breadcrumbs-arrow
  7. Somerset
  8. breadcrumbs-arrow
  9. Bath
  10. breadcrumbs-arrow
  11. Belgrave Asset Management Limited

Belgrave Asset Management Limited

Independent Financial Adviser Sterling House, Bath, BA1 3AN
FCA verified
15th July 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
Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623
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

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
  • 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

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623
Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

Similar advisers near you

Hartsfield Financial Services Limited
Independent Financial Adviser 0.12 mi
Helping you achieve financial wellbeing and peace of mind - in a friendly, approachable way.
 
See profile
Beckford James LLP
Independent Financial Adviser 0.49 mi
We provide a structured approach to financial planning, giving clients confidence that they will achieve their financial goals.
 
See profile
Combined Financial Strategies Ltd
Independent Financial Adviser 0.5 mi
We are an award winning firm of Chartered Financial Planners offering independent financial advice across investments, retirement and tax planning.
 
See profile
Moorland Mayfair Wealth Management
Independent Financial Adviser 0.52 mi
At Moorland Mayfair our aim is to make the complex world of financial services clear, simple and tailored to you.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.