Welcome to Bannau Wealth

Where we redefine financial planning with a personal touch. Inspired by the fusion of finance, business acumen, fitness, and the serenity of nature, we proudly serve business owners, directors, and professionals helping them enhance their financial growth, security, and overall well-being.

Located in the South West but working with people from all over the UK our mission is to empower our clients to navigate their financial journeys with confidence and grace, helping to ensure a prosperous future filled with opportunity, fulfilment and freedom. 


Promotions

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Testimonials

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After many years of struggling to find a wealth manager who could deliver what they promised, it’s been a delight to finally find somebody I trust implicitly — Tom. He just gets it. No jargon, no pitches — it’s all about making life as easy as possible, and the results speak volumes. Plus, he’s o...

Nick Dean| Business Owner
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SJP Approved 20/02/2025

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.

Bannau Wealth is a trading name of Bannau Wealth Limited. Bannau Wealth Limited is registered in England and Wales, Number 15933807. Registered Office: 584 Wellsway, Bath, Somerset, BA2 2UE.