Welcome to Glos & Wilts Financial Planning

Based in the heart of Gloucestershire and Wiltshire, Glos & Wilts Financial Planning, we help our clients build secure financial futures through personalised, strategic advice.  Whether its retirement planning, managing your wealth or navigating life changes, we are here to guide you every step of the way.


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Testimonials

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They have always put our interests first by giving sound and trustworthy advice. The service and support has always been exceptional. I would not hesitate in recommending them to anyone. I would like to add that in particular Jordan is professional and takes on board our thoughts and explains in ...

Sue Stallard| Retired, Swindon

SJP Approved 01/09/2025

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.

Glos & Wilts Financial Planning is a trading name of Glos & Wilts Financial Planning Limited. Glos & Wilts Financial Planning Limited is registered in England and Wales, Number 13371403. Registered Office: Midway House, Herrick Way, Staverton, Cheltenham, GL51 6TQ.