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:
• Build or preserve wealth
• Gain financial protection against risk
• Manage cash and borrowings
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.
What do we offer?
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.
Our commitment to you
At Gravitas Wealth Management our promise is to:
• ensure that the client's best interests are at the heart of everything we do
• conduct business with honesty, integrity and professionalism
• understand the client and develop long trusted relationships
• offer a personal face-to-face service delivering tailored financial solutions
• provide a premium quality service to our clients; delivering on our promises
• help our clients to achieve their 'life goals' and secure their financial future
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.
*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.