Established by Chris Gilbert, Gilbert Wealth Management provides bespoke financial planning and wealth management services to individuals and businesses. The firm operates as an Appointed Representative and Partner Practice of St. James's Place Wealth Management plc, a FTSE 100 company. Their core mission is to help clients achieve their financial goals through tailored advice on investment planning, retirement planning, inheritance tax planning, and financial protection. By leveraging the resources and investment approach of St. James's Place, they offer a distinct and comprehensive service.

Founded in

Canada