Who we are
Bull Wealth Management was founded in 2005.
Having built a successful Practice in Gidea Park, Essex, in 2012 we were invited to become a Partner Practice of St. James's Place. With the backing of an award winning company we believed this would give us the opportunity to offer our clients better ongoing service combined with the best possible advice.
We believe that “one size does not fit all”. An open and honest discussion is held with all prospective clients to gauge their beliefs and core values, their long term needs and aspirations.
A plan designed to achieve these aspirations is constructed, which in turn, is reviewed at least annually.
Underpinning our philosophy is a desire to build long lasting and trusted relationships that ensures financial peace of mind for all our clients.
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.
