Putting you, the client, at the heart of everything we do. Start your financial journey with us CharteredSeal Only We specialise in

happy retirements.
Start your financial journey with us

The Eight Way

At Eight Wealth Management we believe in the benefits of good financial planning.

 

Whether starting out, looking to the future or wanting to take care of those you love, our trusted advisers offer the knowledge and experience from working with a wide variety of  businesses, individuals, couples and families to establish and protect financial wellbeing.

 

No matter where you are in life, what you want or how that might change, we are here to help make your ambitions a reality.

Contact us here to find out how we can help you.

Request a meeting with a financial adviser

Arrange a no obligation meeting to start planning your financial future.

    The Partner together with St. James's Place Wealth Management plc are the data controllers of any personal data you provide to us.
    For further information on uses of your personal data, please see the Partner's Privacy Policy or the St. James's Place Privacy Policy.

    How can we help you?

    You are at the heart of everything we do.

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    Retirement Planning

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    Investment Planning

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    Long Term Care

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    Protection

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    Tax and Intergenerational Planning

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    Corporate Financial Planning

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    Investment Planning

    Financial Protection puts measures in place to take care of loved ones should you suffer from serious illness, an accident and/or lose the ability to work.

    Retirement Planning

    For many people, the biggest issues in deciding when they can stop working is when they will have the financial resource to live the way they want to for the rest of their lives, and what their retirement age will be.

    Long Term Care

    Long Term Care can be a complex and difficult topic, practically and emotionally.

    Protection

    Financial Protection puts measures in place to take care of loved ones should you suffer from serious illness, an accident and/or lose the ability to work.

    Tax & Intergenerational Planning

    No one should be expected to pay more tax than they have to, but tax efficient planning is a technical subject.

    Corporate Financial Planning

    For many of our clients, their financial assets and resources are tied up in their businesses, which is how we often get asked about our corporate services.

    Find out more about our services

    It's all about trust The trust of a chartered practice CharteredSeal Only Chartered Financial Planners designation by the Chartered Insurance Institute (Cll) is the industry's gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff who subscribe to the membership conditions of the Cll.

    It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code.
    CHARTERED STATUS

    The Trust of a chartered practice

    CharteredSeal Only
    CHARTERED STATUS

    It’s all about Trust

    Chartered Financial Planners designation by the Chartered Insurance Institute (Cll) is the industry’s gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff who subscribe to the membership conditions of the Cll. It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code.


    View our latest news

    Read More Keep up to date on what is happening in the world of finance. NEWS AND VIEWS
    NEWS AND VIEWS

    View our latest news

    Keep up to date with what’s happening in the world of finance.

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    SPOTLIGHT ON OUR PEOPLE

    Meet Charlene Young

    Our head of People and Culture reveals all.

    Understanding is key During the last 6 months, Lorraine has listened to my wishes, clarified my actual needs and proposed solutions to those needs. The service from her and her team is timely and professional. She quite quickly judged my level of understanding and took the appropriate time to ensure I understood any proposals. I have recommended her to local colleagues, and look forward to a continued relationship.

    Zoë J.W. Arnott
    CLIENT TESTIMONIAL
    CLIENT TESTIMONIAL

    Understanding is key

    During the last 6 months, Lorraine has listened to my wishes, clarified my actual needs and proposed solutions to those needs. The service from her and her team is timely and professional. She quite quickly judged my level of understanding and took the appropriate time to ensure I understood any proposals. I have recommended her to local colleagues, and look forward to a continued relationship.

    Zoë J.W. Arnott

    Request a meeting with a financial adviser

    Arrange a no obligation meeting to start planning your financial future.

      The Partner together with St. James's Place Wealth Management plc are the data controllers of any personal data you provide to us.
      For further information on uses of your personal data, please see the Partner's Privacy Policy or the St. James's Place Privacy Policy.

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      Request a brochure


        Telephone: 01489 555180 or contact us via email here