At Coulter Weir Wealth Management we specialise in the provision of tailored, face-to-face financial advice to individuals, trustees and businesses.
As every client is unique, we take the time to understand your needs and aspirations, and provide bespoke financial solutions to help you meet your goals. This enables us to build trusted and long-lasting relationships with our clients.
We meet with our clients regularly to review your goals to check that these plans remain current and accurate and adjust where necessary to deal with any changes in your personal or business life.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
We do not provide 'off the shelf' solutions. We put our clients at the heart of everything we do.
We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
The 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.