Adeptio Wealth Management was established in 2017, when its Principal Niall Magennis accepted an invitation to join St. James's Place Wealth Management.
Adeptio Wealth Managment provides bespoke financial solutions for private and business clients, medical clinicians and dentists.
As an Associate Partner Practice of the award winning St. James's Place Wealth Management Group (a FTSE 100 company, established in 1992) we pride ourselves on providing tailored financial solutions based on each clients’ individual situation and requirements. We specialise in the following areas:
*Trusts are not regulated by the Financial Conduct Authority