Bloomer Wealth Management

At Bloomer Wealth Management, we are dedicated to alleviating the frustrations of financial planning. Our team of experienced and professional advisers offers personalised attention to help you achieve all your financial goals. With 30 years of experience, we provide a wide range of services tailored to your specific needs.

Who We Are

We are a friendly and approachable team of financial planners who believe in delivering a professional service while keeping your needs at the forefront of everything we do. We offer advice to individuals, charities, trustees, and businesses, and our advice is tailored to your unique circumstances. We can also assist businesses in the complex area of corporate financial planning.

What We Do

We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth. Our services include retirement planning, investment planning, tax planning, inheritance tax planning, and protection planning. We specialise in providing high-quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.

Our Approach

We do not provide 'off the shelf' solutions. Instead, we put our clients at the heart of everything we do. We take the time to understand your financial goals, investment experience, attitude to risk, and capacity for loss. We then create a tailored financial plan that is designed to help you achieve your financial goals.

Our Team

Our team of experienced and professional advisers are committed to providing high-quality financial advice. We are part of St. James's Place Wealth Management, one of the UK's largest financial advice companies. Our business is part of SJP's network of financial advisers, also known as the Partnership, which is one of the largest groups of accredited and Chartered advisers in the country.

Why Choose Us

When you work with us, you benefit from our undivided attention, and the products and services you invest in are looked after by St. James's Place. We can focus our time on providing you with one-to-one financial advice, while St. James's Place handles all the administrative tasks. This allows us to dedicate our time to creating a financial plan that's right for you and your family, helping you stick to it and guiding you through life's inevitable ups and downs.

At Bloomer Wealth Management, we are committed to providing high-quality financial advice that is tailored to your unique needs and goals. We believe that financial planning is a lifelong process, and we are dedicated to helping you achieve your financial goals, no matter what life throws your way.