Welcome to B E Wealth Management Ltd

We provide bespoke financial advice to professional clients, building and maintaining long-term trusted relationships.


Promotions

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Testimonials

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Richard has taken the time to understand my financial needs. He always explains his recommendations to myself and my wife and has never sought to impose his views on us. He has been available by phone, email or personally whenever we have needed advice and meets with us regularly at our home. ...

C.M.C

SJP Approved 15/10/2025

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.

B E Wealth Management Ltd is registered in England and Wales, Number 16188555. Registered Office: Bird Tree Cottage, 156 High Street, Portishead, Bristol, BS20 6PY.