Ballantine Wealth Management Ltd

We are dedicated to helping clients achieve financial clarity and peace of mind by delivering clear, professional advice tailored to individual goals and circumstances. Our approach is personal, transparent, and designed to build long-term relationships based on trust. We pride ourselves on integrity, professionalism, and always putting clients first, ensuring advice is both suitable and sustainable. We specialise in: Retirement Planning Investment Planning Inheritance Tax Planning Personal & Business Protection 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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual...