Crescent Wealth Management was founded in 2016. Our business name was borne from the very area that the Practice was created – the Royal Crescent in the historic city of Bath. We are a private limited company that is wholly owned by our shareholding Directors, and we are privately funded without debt or external investment.
As a firm with Chartered status, we hold the very highest level of professional accreditation. Alongside the exceptional level of ethics and integrity that Chartered status requires, we adopt a forward-thinking culture that embraces the challenge of helping you reach your financial goals.
Our business has two main focal points
Corporate Client Service
Private Client Service (including sports professionals)
We feel privileged to offer these services to you and welcome the opportunity to explore how we can transform your financial future for the better.
The value of an investment with St. James's Place will be directly linked to the performance of the fund 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.