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About Gold Wealth Management

Gold Wealth Management is a family business, built on strong family values, based in London and the South. We provide a wide range of expertise and knowledge to help our clients fulfill their financial aims and aspirations, as well as offering ‘peace of mind’ for the future. We offer a seamless service of distinct quality, professionalism and expertise, covering varying aspects of wealth management; all provided with the support of St. James's Place Wealth Management. It is our philosophy to build and maintain strong and long-lasting relationships with our clients, providing them with a source of trusted advice as their specific financial needs evolve over the years, or in the event of unexpected circumstances. The comprehensive advice service we offer covers: • Helping to preserve and build capital • Facilitating mortgage solutions • Gaining financial protection against risk • Planning for a successful retirement • Helping to reduce Inheritance Tax Liability • Later Life Planning Your home may be repossessed if you do not keep up repayments on your mortgage. 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. The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances. Gold Wealth Management Advisers Ltd 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 21/08/2025

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