Queens Square Wealth Management Ltd was established in 2009 and is a Senior Partner Practice of St. James’s Place Wealth Management, it is owned and run by Gemma Young. Our offices are in the pretty town of Corsham, Wiltshire. With our fantastic support team, we work with clients stretching around Bath through into the Cotswolds and surrounding areas
Based on core values of excellence of service and above-all integrity, at Queens Square Wealth Management Ltd, we will provide you with bespoke wealth management solutions that you require to satisfy your needs both now and in the future. We do not provide off-the-shelf solutions, but offer you the benefit of a trusted relationship to meet all your financial needs – whether your objective is to:
- Build or preserve capital – specifically through the St. James’s Place distinctive approach to investment management;
- Manage cash or borrowing
- Gain financial protection against risk
Gemma Young – Director
Experience counts; for over 20 years I have helped others make the most of their money and realise their financial goals, this includes working with clients of two of the most recognised Private Banks in the UK.
If you feel this service would be of benefit to you please do not hesitate to contact us and we look forward to building a professional and valued relationship with you in the future.
I advise in areas such as investment planning, retirement planning, protection and estate planning.
I am also a member of the Society of Later Life Advisers (SOLLA)
Society of Later Life Advisers
The Society of Later Life Advisers (SOLLA) is a not for profit organisation, created in 2008, to meet the need of consumers, advisers and those who provide financial products and services to the later life market. The Society’s aim is to ensure that consumers are better informed about the financial issues of later life and can find a fully accredited adviser quickly and easily.
SOLLA ensure that all the advisers have fully satisfied all criteria to become an accredited adviser. This means peace of mind and assurance that the advice you are given is from an Adviser who has proved they have specialist knowledge of the sector.
Locations that we cover
We are able to help clients located in the following areas:
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.
How to contact Gemma
Tel – 01225 742644
Email – firstname.lastname@example.org
Web – queenssquarewealth.co.uk
The Partner Practice is an Appointed Representative 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.