Graham Bowater

I understand how hard it is to juggle the day to day running of your business or personal life whilst ensuring your long term financial goals stay on track. We have a wide range of Investment, Insurance and Tax efficient solutions designed to help you maintain a plan that can adapt quickly if needed. At B2 Wealth we blend the latest technology with traditional methods of client service to tailor an experience for your personal requirements. This often includes online investment tracking and document storage so you can access all your important information 24 hours a day. Although we are regularly updating the technology we provide to clients, our belief is that nothing beats regular face to face meetings to keep the plan on track and help cement our relationship. 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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx