Solent Wealth Management

solent wealth management is a partner practice of st. james's place wealth management providing financial advice to clients across the isle of wight. the office at 9a bath road is in the renowned sailing town of cowes, where clients can drop in to chat or for advice. our philosophy focuses on maintaining a long-term trusted relationship with clients, showing distinct quality, integrity and excellence, which in turn gives peace of mind. we offer clients a bespoke and high-level personal service rarely seen in today's financial marketplace, taking time to understand and empathise with clients and their needs before offering advice. we help clients to: - • maximise savings & investments • plan and save for retirement we can give advice on: - • investment management (i.e. investment planning for income and or growth, including isas) • estate planning to protect your estate from inheritance tax and potential care fees • establishing family trusts* for the provision of future generatio