Welcome to Wellbank Wealth Management

We offer bespoke wealth management advice to individuals, families and businesses. Through our highly personalised and responsive services, we aim to build strong and lasting relationships with our clients.

What we do

We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.

About us

We pride ourselves on building long-term relationships with clients.

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Advice and services

We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.

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Please get in touch to discuss your financial requirements in more detail.
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Testimonials

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Daniel has been managing my personal pension for the last few years and providing wider financial advice. Throughout this time he has always sought to provide me with practical and realistic options tailored to my specific needs and that of my longer term financial goals. Daniel is proactive in his ...
Matthew Osborne| Head of Risk, Chigwell

SJP Approved 28/07/2023

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.

Daniel Ellenbogen
Wellbank Wealth Management
Copyright St. James's Place © 2024
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Copyright St. James's Place © 2024