Group Services & Wealth Management

The Wissenbach Group houses four specialist knowledge centres enabling us to offer the very best wealth management expertise according to our clients’ situation. They are:

• Wissenbach Private Clients
• Business Strategies
• The Mortgage & Finance Company

Wissenbach Private Clients

Through Wissenbach Private Clients, we work together with wealthy individuals to ensure they have robust financial plans in place for their future by developing personalised holistic wealth management strategies.

Representing St. James's Place Wealth Management plc, which is authorised and regulated by the Financial Services Authority. The St. James's Place Wealth Management Group guarantees the advice given by its representatives, when recommending any of the wealth management products or services offered by companies in the Group. The St. James's Place Partnership Wealth Management Group and the title ‘Partner’ are marketing terms used to describe St. James’s Place representatives. St. James's Place Head Office: 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP United Kingdom. Telephone 01285 640302.

Business Strategies

Our expertise in business growth, planning and wealth management enables us to support and advise business owners and aspiring entrepreneurs through establishment, valuations, business development and sales and exit strategies.

The Mortgage & Finance Company

Many of our clients, both private individuals and business owners, have complex borrowing requirements and require competitive mortgages or loans. All of our partners are the best in their class, whether they are in the field of lending, finance, wealth management or commercial broking.

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