Boardman Wealth Management Ltd is a Senior Partner Practice of St. James’s Place Wealth Management and over the last thirteen 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 previously traded as Somersall Financial Management Ltd and before that, Somersall Independent Financial Advisers Ltd. It has grown through word of mouth and referrals over the 19 years it has existed. It is proud to be based in the centre of Chesterfield, Derbyshire in the newly refurbished Victorian property office, Sunnybank. From here they service 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 crossroad in life 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:
- Build or preserve capital
- Manage cash and borrowings
- Help gain financial protection against risk
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.