Dowes Wealth

We provide bespoke financial services to both private and business clients. Our advice is tailored to meet your personal and/or business objectives. We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.

Investment planning
We’re here to make the money you’ve worked hard for, work just as hard for you. Together, we will create a personal investment strategy, and a detailed plan to help you reach your personal goals.

Retirement planning
We all want to make sure we’ve got enough money to enjoy a long, comfortable retirement. A detailed retirement plan, that can adapt to your new lifestyle, will give you peace of mind today that you’ll have the retirement you planned.

Protection planning
We can’t predict what’s round the corner, but we can be more prepared, should the unexpected happen. Our full range of specialist insurance and protection will help look after those you love, the lifestyle you enjoy, or the business you’ve built.

Corporate services
Building a successful business is something to be proud of, and to protect. We offer clear, detailed advice on all aspects of corporate finances, from employee pensions and benefits packages to Key Person insurance.

Intergenerational wealth management
Using your money to support other members of your family is personally rewarding – and a very practical way to show your love. We specialise in Intergenerational Wealth Management.

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you.

We do not provide off the shelf solutions, but we offer the benefit of a single relationship for all of your financial planning needs. We strive to offer the very best service to develop a long term relationship with you.

We aim to deliver our commitment by:

• Providing personal face-to-face financial advice
• Giving you the opportunity to review your financial affairs regularly
• Effectively managing your investments via the distinctive approach of St. James’s Place
• Keeping you informed of the latest news and any changes that might affect your personal situation
• Listening to your feedback
• Ensuring that our dealings with you are sensitive to your needs

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.

Dowes Wealth 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. Dowes Wealth is a trading name of Dowes Wealth Management Limited.

SJP Approved 16/06/2025