Gravitas Wealth Management provide tailored financial solutions to best suit your needs, lifestyle, preferences and aspirations, ensuring that all your financial needs are met, whether your priority is to:
We specialise in providing financial advice to clients and businesses who have complex financial needs, and those who aspire to build their wealth to ensure their future financial security, comfort and protection.
Gravitas Wealth Management offer a confidential, personalised wealth management service including:
Building and Preserving Capital: Investment Planning, Pension Planning & Pension Annuities, Discretionary Fund Management, Trust & Estate Planning (including Tax Efficiency and arranging a referral for Will Writing*).
Financial Protection Against Risk: Life Assurance, Health Insurance, Employee Benefits and Specialist Insurance.
Managing Cash & Borrowings: Mortgages.
At Gravitas Wealth Management our promise is to:
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.
*Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place and, along with Trusts are not regulated by the Financial Conduct Authority.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.