Planning for a secure future, be it for yourself, your family or your business is, we believe, one of the most important steps you will ever take.  Changes in your circumstances or the effects of for example, inflation will require you to regularly review and act upon your financial situation.
 
We provide our clients with a personal wealth management service, which together we can work on to build and preserve your capital and satisfy your overall financial goals.

A Personal Wealth Management Service



At Pace Ward Financial Ltd our business is to help make it easier and simpler for our clients to manage their wealth.
 
This we achieve through the provision of personal, face-to-face wealth management advice. There are no off-the-shelf solutions as our experience is that every single one of our clients has their own personal concerns, responsibilities and ambitions.  The solutions that work for one, simply would not work for another.
 
Basing our service on this principle as experienced adviser, we have built quite exceptionally strong, trusted and lasting relationships with our clients.


Making The Right Choices For Your Future

 
 
We advise on many aspects of wealth management, helping individuals of widely differing financial resources or life stages.  This includes access to the exclusive range of St. James’s Place products, which offer many important benefits.  Perhaps the most remarkable is the distinctive approach to investment management.
 
We are also able to assist businesses in the increasingly complex area of corporate financial planning, from pensions through to insuring against the loss of a key Director.
 
Whatever your situation, we will work closely with you to sort out any confusion and help build a long-term relationship giving you reassurance by planning for your long-term security.  
 
We can offer you the benefit of a single relationship to meet all your financial needs, whether your priority is to:
 
     


 
Some examples of the existing services available through St. James’s Place include:


Whatever the circumstances we can create a financial strategy personalised to the specific needs relevant to you as an individual, your family, or your business.
 
Please note that some of the above are not regulated by the Financial Services Authority.


 To find out more please contact us

*St. James’s Place Bank is a division of Bank of Scotland plc.