The aim of Mendip Wealth Management is to help those wishing to secure their financial future, whether your priority is to:

• Preserve and build wealth
• Secure an income
• Review existing investments and pensions
• Reduce potential Inheritance Tax liabilities
• Take control of your finances following a Divorce
• Invest the proceeds of a compensation payment
• Release Equity from your home*

We take time to understand you, your business and your family. Most importantly, we want to understand your future goals and aspirations so we can help you to achieve them. After careful consideration you will be presented with a personalised recommendation in an easy to understand format. Our planning services do not stop here, we pride ourselves on updating your plans as your circumstances evolve through time and consider the impact of legislation on your portfolio.

If you run a business or work in a professional field, you might feel reluctant to seek help via a Chartered Wealth Manager. We aim to show you how we add value with practical solutions to the financial issues that concern you most.

If you would like to learn more, please use the enquiry link below to request an initial no obligation chat.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any Tax relief depends on individual circumstances.

Equity Release is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.