Welcome to Avocet Wealth Partnership

Investment Planning – Mortgages – Financial Planning – Pension Planning – Tax & Estate Planning – Protection Planning

At Avocet Wealth Partnership, our team delivers financial peace of mind for our clients to enable them to live the lives they want.

Your home may be repossessed if you do not keep up repayments on your mortgage.


Promotions

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Testimonials

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He has represented my interests since 2001. I rejoined his stewardship as a St. James's Place Partner on my return from a period abroad. His integrity and investment advice is exemplary, inspiring total confidence and he represents my best interest at all times. I have no hesitation in recommending ...
W.D. Felton| Retired, Taunton
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SJP Approved 25/01/2024

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.

Avocet Wealth Partnership Ltd is registered in England and Wales, Number 13074485. Registered Office: 55 The Parade, Exmouth, Devon, EX8 1RD.