James Nicholas at J21 Wealth Management

Independent Financial Adviser  Bedminster, Bristol, BS3 5ND
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FCA authorised
Last authorised 1st August 2022
Chartered financial advice, making wealth that works as hard as it is earned
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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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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Critical illness
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Income protection insurance
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Life insurance
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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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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Mr James Nicholas
About us

We build tailored solutions which look to maximise returns and manage volatility in line with specific objectives and appetite for risk. Our professional process uses leading edge technology to build and maintain wealth and provide peace of mind that goals are being achieved.

I am a Chartered Financial Planner and a Fellow of the personal finance society. This is the highest level of qualification you can have as a Financial Planner and gives me the technical knowledge to give the most effective advice possible.

Our services

We take a long-term view, working together to ensure we’re alwaysr a trusted partner whom you can turn to for advice.

We are experienced in all areas of financial service to provide you with excellent options.

Through St. James's Place Wealth Management we offer a distinctive approach to investment management and retirement planning. St. James's Place Wealth Management recognises that no single investment house has a monopoly on investment expertise, and St. James's Place does not employ in-house investment managers. Instead we carefully select a number of external managers of outstanding ability to manage our range of fun

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£251,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Bedminster, Bristol, BS20 6AB

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