We provide strategic financial advice and wealth management services to company directors, members of professions and discerning private investors, helping them achieve their personal and financial goals.

Financial planning is complex and fast changing and choosing the right investment managers from a universe of thousands is daunting, even for the best financial brains. Yet, decisions made today will affect how much money you have tomorrow, be it Education and University Planning, Retirement Planning, Inheritance Tax Planning or aspects of Business Exit Planning.

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client focussed business and we treat every client in an open, ethical and professional way at all times. In our experience no client is the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you.

At PSR Wealth Management we understand the dilemma of investors: a hectic lifestyle, little time to spend on one’s own financial planning needs, often no real tangible financial goals and a plan to achieve them, little access to a successful process of selecting and then regularly monitoring the  investment managers to look after your investments.

We aim to be your trusted Partner in providing clear financial solutions and use our professional learning and years of practical experience, with access to a team of tax and technical experts based in Cirencester, to assist our clients in structuring intelligent, measurable and deliverable financial plans. A proactively managed and flexible personal Wealth Strategy will serve as a ‘financial health check’, a way of providing clarity and ensuring financial discipline to keep you on track and a way of forward planning your life.

With an ever changing environment and changing client circumstances, we feel it is essential to write bespoke financial plans for clients to help them achieve their goals and, more importantly, review these plans regularly to check they remain current and active.

Tax can have a significant impact on your wealth and should never be an afterthought in any wealth management strategy. One of the key benefits is collaborative thinking across investment strategy and tax planning. Our expertise across both investments and tax helps you plan the most tax efficient ways of holding investments whilst guiding you through changing tax regulations. Using this approach will endeavour to provide a comprehensive and robust strategy tailored to your needs.

We will work alongside your existing professional advisers to ensure that a collaborative approach is utilised and thus helps deliver joined up advice across all disciplines. Often the starting point is to complete an audit of your financial affairs to start the strategic planning process.

At PSR Wealth Management you have the confidence of excellent financial planning, exclusive access to the distinct St. James's Place approach to wealth management and advice underpinned by a Guarantee.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.

The levels and bases of taxation and reliefs from taxation can change at any time and are dependent upon individual circumstances.