Family focused wealth management

Building more than generational wealth

At Belmont Wealth Management, we pride ourselves in offering a seamless service of distinct quality, professionalism and expertise covering varying aspects of wealth management across the UK.

Who are we

We are dedicated to supporting you and your family in meeting your financial needs.

Meet Our Team

Meet the Belmont Wealth Management Team.

About Us

We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.

Contact Us

Please get in touch to discuss your financial requirements in more detail.

How do we redefine wealth?

With the support of our expert financial planners, we guide you through the years ahead, and make your ambitions become a planned-out reality.

Why Belmont Wealth Management

Imagine a world where finance is easy to understand and more rewarding. Feeling in control of your finances. Confident in your plan. Excited for your future. It all starts with a lasting relationship.

Belmont Wealth Management is supported by the successful St. James’s Place Group.

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Lets have a chat

Find out how we can help you by booking a 15 minute meeting, which will take you directly to our calendar.

Your Partner, together with St. James’s Place Wealth Management plc, are the data controllers of any personal data you provide and any further information which you subsequently provide to us. For further information on our uses of your personal data, please see the Partner’s privacy policy which can be accessed on their website and St. James’s Place Wealth Management plc’s privacy policy which can be accessed at www.sjp.co.uk/privacy.