Lightbulb Wealth Management is a Senior Partner Practice of St. James's Place Wealth Management, based in Newbury, UK. As Chartered Financial Planners, their mission is to build long-term, trusted relationships with clients by crafting personalized financial plans. Their services cover investments, retirement planning, inheritance tax, and financial protection to help clients achieve their desired lifestyle and financial goals. The company is an Appointed Representative of St. James's Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.

Founded in

Australia