At Innovia Wealth Management, we offer trusted, face-to-face financial planning advice to business owners and private clients, using goal-based planning tools that help empower clients to confidently navigate the complexities of financial decisions. We prioritise strong client relationships and deliver expert services grounded in quality, integrity, and excellence.

Since 2017, we have specialised in succession planning and the effective management of funds from business sales, helping owners secure long-term financial stability.

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.