Berkeley St James Wealth Management

Berkeley St James Wealth Management

Berkeley St James Wealth Management

Financial Advisers    Tax Advice and Planning    Investment Advice   Wealth Management   Pension Advisors   

No 1, Church Bank, Bolton BL1 1HX, UK

07500 947374

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Our core values focus upon offering an expert service of distinct quality, integrity and excellence which in turn gives financial peace of mind to discerning clients working and retired around the country.
We offer the benefit of a relationship to meet all of your financial needs, whether you are a working professional looking to grow, manage, protect or preserve your wealth, you are approaching retirement or a business owner/director looking to ensure you have the right plans in place for your company.
Berkeley St James Wealth Management 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 

Day Open Open time Close time
Sunday Closed
Monday Open 9:00am 5:00pm
Tuesday Open 9:00am 5:00pm
Wednesday Open 9:00am 5:00pm
Thursday Open 9:00am 5:00pm
Friday Open 9:00am 5:00pm
Saturday Closed


Events (1)

Long Term Care Seminar

Date: 13/06/2019

Address: Higher Bridge St, Bolton BL1 2EW, UK

Hosted by: Berkeley St James Wealth Management

The agenda will consist of a Long-Term Care Planning presentation given by Rhiannon Cafferty of Berkeley St. James Wealth Management....

Training (1)

Laura Shufflebotham

Posted: 18/02/2019

Type: Business

We provide informative financial planning and pre-retirement sessions to medium / large organisations, at no charge. The sessions only take...

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