Neave & Co Wealth Management, Associate Partner Practice of St. James's Place Wealth Management was established in 2014 in the heart of Yeovil. We pride ourselves on providing face-to-face advice to all clients irrespective of their financial position.
We offer the benefit of a single relationship to meet all of our clients financial needs, whether you are a working professional looking to grow, manage, protect or preserve your wealth or a business owner/director looking to ensure you have the right plans in place for your company.
Our experience, expertise and qualifications mean that we have extensive knowledge of a wide range of financial sectors including:
- Investment planning
- Retirement Planning
- Tax Planning
- Life Assurance