Leaders in Financial Advice

Ramsay & White Wealth Management provides independent financial advice across the UK, including pensions, investments and inheritance tax planning.

Ramsay and White Wealth Management - UK, Bath, Bridge
Our Services

Wealth Management Support

Our aim is to build long term professional relationships and offer a real opportunity to diversify your investments which allow you to meet your financial objectives.

A person giving financial advice on the tablet
Why Ramsay & White?

How we help you

Our clients benefit from our customer-focused and personalised approach, giving them peace of mind and as much involvement in the process as they desire.

By spending time with you and understanding your true requirements we will match you with the best financial solution in an efficient and timely manner.

Qualified Mortgage and Financial Advisers
Passionate and Experienced Team
Cover the Whole of the UK
Award Winning
a man in a suit talking to another man in a suit

Speak to an Adviser Today

Complete the form and a member of our team will be in touch.

By clicking Submit you're confirming that you agree with our Privacy Policy.
Form sent successfully.
Our team member will be in contact with you shortly.
Something went wrong while submitting the form. Please try again.
News & Updates

Latest in Wealth Management

Explore our latest Wealth Management insights, case studies and news.

Property vs Pension: Key Considerations for New Investors

Property vs Pension: Key Considerations for New Investors

Is investing in property as safe as houses? We compare owning property and pensions for retirement.
Mastering Wealth Growth in 2024: Essential Investment Principles for UK Investors

Mastering Wealth Growth in 2024: Essential Investment Principles for UK Investors

In this blog, we'll explore key investment principles to ensure you're equipped to navigate the dynamic market and foster wealth growth in 2024.
Understanding ISAs: A Guide to Investing in ISAs in the UK

Understanding ISAs: A Guide to Investing in ISAs in the UK

ISAs are a powerful tool for tax-efficient savings and investments. Here's how to get the most out of an ISA to build your wealth.