Welcome to City Wealth Management

We are financial advisers based in Bristol that cover the whole of the UK.

Our focus is simple, we want to provide you with our expertise and knowledge to support you in making educated financial decisions to create a healthy financial future for you and your family.


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SJP Approved 14/01/2025

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.

City Wealth Management is a trading name of City Wealth Management Ltd. City Wealth Management Ltd is registered in England and Wales, Number 15968501. Registered Office: Henleaze House Business Centre 13 Harbury Road, Henleaze, Bristol, BS9 4PN.