Belgrave Asset Management Limited

Independent Financial Adviser  Sterling House, Bath, Somerset, BA1 3AN
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FCA authorised
Last authorised 23rd January 2020
With over two decades of experience, we provide a personal financial service tailored to each individual client.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
Meet our advisers
Michael Smith
Managing Director
Phillip Hilton
Head of Investments
Gemma Watson
Director of Financial Planning
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.

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

Sterling House, Bath, BA1 3AN

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