Financial Advice in Crewkerne
Nestled in the market town of Crewkerne, our office blends traditional charm with a modern approach to financial advice. Located conveniently in the town centre, it's an ideal spot to meet with our approachable team in a setting that feels both professional and personal.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.
Ballantine Wealth Management is a trading name of Ballantine Wealth Management Ltd. Ballantine Wealth Management Ltd is registered in England and Wales, Number 11428358. Registered Office: C/O Walpole Dunn, Suite 106 , Viney Court, Somerset, Taunton, TA1 3FB.
