Leaders in Financial Advice

Ramsay & White’s wealth management division provides impartial independent financial advice for clients local to South Wales and throughout the UK.

Our services include pensions, investments, inheritance tax planning, and more, as well as a range of options for business personnel.

Ramsay and White Wealth Management - UK, Bath, Bridge

Cashflow Planning

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Why Ramsay & White?

How we help you

With professional wealth management services from Ramsay & White, you benefit from a highly personalised service that takes your means and goals into account. 

We take the time to properly understand your requirements, and deliver a realistic financial planning strategy that lets you grow and protect your money with confidence.

Whether you want to be fully involved or let us handle matters on your behalf, you can have total peace of mind for your financial future.

Qualified & Experienced Advisers
Personalised Service
Innovative Investment Options
Exceptional Customer Service
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News & Updates

Latest in Wealth Management

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

The Benefits of Making Pension Contributions as a Limited Company Director

The Benefits of Making Pension Contributions as a Limited Company Director

Explore the significant benefits of making pension contributions from your limited company and how it can enhance your long-term financial security.
Building Wealth with ISAs and Pensions: Things to Consider

Building Wealth with ISAs and Pensions: Things to Consider

In this guide, we explore how maximising both ISAs and Pensions can pave the way to financial security and prosperity.
Strategic Financial Planning: Maximising End-of-Tax-Year Benefits and Preparing for Success in the 2024/2025 Tax Year

Strategic Financial Planning: Maximising End-of-Tax-Year Allowances and Preparing for Success in the 2024/2025 Tax Year

As we approach the end of the current tax year, now is the perfect time for individuals and businesses to assess their financial strategies to optimise their tax efficiency and wealth management.