Belgrave Asset Management Limited

Independent Financial Adviser Sterling House, Bath, BA1 3AN
FCA verified
9th September 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
Gemma Watson
Director of Financial Planning
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)
Minimum pension value
Minimum mortgage value

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 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.

Registered in England 3936094
VAT Number 771 8636 95

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