We are a boutique financial advice firm, based in London and Essex. Our size allows us to be nimble, to know our clients exceptionally well and to provide the service you deserve.  

For over 19 years, we've helped business owners, professionals and their families navigate life's biggest financial decisions with confidence. From pension and retirement planning, from managing inheritances, to preparing for major lifestyle changes - we listen deeply, plan strategically and deliver results. 

We listen first, advise second 
Our clients tell us that they like our calm, patient and considered approach. We understand that building trust takes time and we want to have genuine conversations about what matters to you, your business, your family and your future. We remember the details from year to year because your goals are our goals. 
 
Confidence is key 

One of our main aims in working with you, is that you are confident in what you’re doing. We might advise no change, or we might advise big changes – what we won’t do is push you into anything you aren’t clear about or that you might be uncertain about. We present choices and options, and work with you to help you understand these.  

If you’d like to find out more, please book a call.

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. 

Belmont Wealth Management 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.

SJP Approved 05/02/2026

Belmont Wealth Management

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