We understand how hard it is to juggle the day to day running of your business or personal life whilst ensuring your long term financial goals stay on track.

We have a wide range of Investment, Insurance and Tax efficient solutions designed to help you maintain a plan that can adapt quickly if needed. 

At B2 Wealth we blend the latest technology with traditional methods of client service to tailor an experience for your personal requirements. This often includes online investment tracking and document storage so you can access all your important information 24 hours a day.

Although we are regularly updating the technology we provide to clients, our belief is that nothing beats regular face to face meetings to keep the plan on track and help cement our relationship.

The core strength in B2 Wealth lies in its people. We have experienced staff working with enthusiasm for our clients. We believe in tailoring communication to help ensure that you are kept informed and educated in this rapidly changing environment. This is why we have dedicated staff members constantly working and thinking about your finances to allow you to spend your valuable time elsewhere.

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.