At Neptune we specialise in meeting the financial planning needs of individuals, families and businesses, predominately in Bristol and the surrounding areas. We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth. We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
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 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.
Services
Founded in 2001, by Director Dave Harris, who has over 30 years financial service experience, Neptune Financial Management Ltd is able to provide a comprehensive wealth management service to its clients, new and old. Grow your wealth, specifically through the St. James's Place distinctive approach to investment management.
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