About Us

Welcome to Bryant Associates Wealth Management, where our ethos is to ‘live for today but plan for tomorrow’. We aim to build long-term relationships, with many of our clients being with us since our inception in 1995 and trusting us to work with their families across generations.

We are an established team of financial planning specialists with a High Street presence serving individuals, families, and businesses. We have local offices based in Chipping Sodbury, Wotton-under-Edge and Thornbury (incorporating the former Cadman & Co. Financial Planners).

Combined, we have over 100 years of experience in the financial services industry and we are continuously developing to ensure consistent expert advice and quality service for our clients. We uphold the values of professionalism, transparency, compassion and adaptability for our clients, as we support them throughout the different stages of their lives.

We offer advice in all areas of private financial planning from investments, pensions, inheritance, trust, and long term care strategies, through to bespoke business solutions* incorporating employee benefit trusts, group pension schemes, share purchase and key person insurances, to name but a few. In this regard St. James's Place is proud to have attained a number of distinctive industry awards.

We recognise that everyone is unique and deserves financial planning tailored to their own needs and future aspirations. We believe in creating ‘live plans’ for our clients, meaning we regularly review advice and plans in place and adapt these to suit your changing needs. Providing excellent client outcomes and being a trusted partner for each of our clients throughout their financial journey is at the heart of what we do.

To put it simply, at Bryant Associates Wealth Management, we care. We care about our local communities, we care about our clients, and we care about our team. We support local charities that are close to our team’s or clients’ hearts; we provide local schools with free financial education sessions to improve financial literacy among young people; and we bring empathy and solution-driven thinking to all our clients when they need us. 

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.

Trusts are not regulated by the Financial Conduct Authority

*May involve some products and services that are separate and distinct to those offered by St. James's Place