About us

At Solosy Wealth Management we provide a wide range of expertise and knowledge that helps our clients fulfil their aims and aspirations regarding their future prosperity. With expertly tailored advice, we believe that no client is the same and therefore developing an understanding long-term relationship is essential to deliver the very best service we can offer.   We offer a wide range of high quality services to businesses and individuals whether the priority is to:  
  • Preserve and build capital
  • Gain financial protection against risk
  • Reduce inheritance tax liability
  • Manage and build a pension for retirement
Working as a part of St. James's Place Wealth Management means that our clients have the opportunity to benefit from a level of investment expertise, trusted advice and experience that is difficult to find in the financial services.   At Solosy Wealth Management, we provide both private and corporate clients with personalised face-to-face wealth management advice.   Private Clients                                            Corporate Clients Investments            Inheritance Tax            Corporate Protection Retirement Planning    School Fees Planning    Corporate Pensions Protection                    Annuities                    Employee Benefits Mortgages                                                    Commercial Funding                                                              Auto Enrolment & Work Place Pensions   If you've decided you'd like to discuss your financial arrangements - or you've been referred to us by one of our existing clients - then please contact us   The vlaue of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.

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John is the consummate professional. His quiet and understanding demeanour inspires confidence in his unquestionable ability to advice and support. John's conscientious attitude and due diligence are outstanding qualities coupled with his measured and purposeful encouragement through the financial...
Private client |Retired Senior Manager

The Partner Practice 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. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Solosy Wealth Management is a trading name of Solosy Wealth Management Limited. Solosy Wealth Management Limited is registered in England and Wales, Number 9137352. Registered Office: Uskley Court, Newport Road, St. Mellons, Cardiff, CF3 2WJ.