Boardman Wealth Management Ltd is a Senior Partner Practice of St. James's Place Wealth Management and over the last sixteen years and has grown to be one of the most respected Practices within the group. Their focus is centered around a first-class ongoing service to individuals, families, trustees and businesses.
Boardman Wealth Management has grown through word of mouth and referrals over the 20 plus years, based in the centre of Chesterfield, Derbyshire in refurbished Victorian property office, Sunnybank.
From Sunnybank they service Business and Individual clients over the whole of the North of England and have access to offices in central London where they can see Southern based clients on an advanced appointment basis.
If you or your business has reached a financial crossroads and needs some help and advice, please do make contact for an initial no obligation consultation.
We offer a personal wealth management service, we do not provide off-the-shelf (or off-the-web) solutions, but offer you the benefit of a single relationship to meet all your financial needs, whether your priority is to:
Aiming to keep clients aware of the most up to date information within the markets is important to us. We hope you find this site of interest and look forward to hearing from you with any queries.
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.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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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.