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 Partner Practice of St. James's Place 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                                            
  • Investment
  • Retirement Planning
  • Protection
  • Mortgages                                           
  • Inheritance Tax
  • School Fees Planning
  • Annuities
  Corporate Clients
  • Corporate Protection
  • Corporate Pensions
  • Employee Benefits
  • Access to 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.

Your home may be repossessed if you do not keep up repayments on your mortgage

The value 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.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.  

Commercial funding is not regulated by the Financial Conduct Authority.