Welcome to Crocker & Partners

Crocker & Partners provides bespoke expert financial advice to individuals and businesses based in Bath, London and the South West of England.

Crocker and Partners – the new name of Bath Wealth Management Ltd

Why did we change our name?

To avoid any possible confusion with very similar named businesses that have started to trade since we incorporated in 2015. We pride ourselves on maintaining strong relationships with our clients, and trying to add as much value as possible with our holistic financial planning advice. We are fortunate that this generates our main source of new clients, referrals. In order to ensure our potential clients find us first time, we have decided to ensure there is no confusion with the business name!

Does this change anything in terms of ownership or structure of the business?

Not at all. The business will simply trade under a new title with no other changes. The new name was chosen to highlight the surname of the principle of the Practice, and to show continuity of the high standards of advice provided throughout the business.

Will you still see clients in Bath?

Absolutely! The title change is to avoid confusion with other businesses in Bath. We will still see all of our clients face to face in Bath, or of course online if they prefer.


Promotions

Item 1 of 4

SJP Approved 22/06/2023

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Crocker and Partners is a trading name of Bath Wealth Management Ltd. Bath Wealth Management Ltd is registered in England and Wales, Number 10084999. Registered Office: 17 St Georges Road, Cheltenham, Gloucestershire, GL50 3DT.