Financial advice should be honest, comprehensive, and focused entirely on what's best for you. We’re here to remove the complexity and worry from financial decision-making, creating space for you to focus on what truly matters in your life.

Our Mission

To provide the intelligent support and guidance our clients need to make confident financial decisions, whether that's protecting wealth built over a lifetime or creating strategies that work alongside demanding careers and family responsibilities.

Our Core Values

Honesty and transparency – We provide genuine advice based on what we believe is truly best for our clients. We wouldn't recommend anything we wouldn't do ourselves.

Comprehensive expertise – Unlike advisers who focus primarily on investment products, we address the complete financial picture including inheritance tax planning, protection needs, and tax efficiency.

Long-term partnership – We build lasting relationships based on trust, providing ongoing support as our clients' lives and needs evolve.

Clear communication – We believe you deserve to fully understand your financial position without being overwhelmed by technical jargon or sales pressure.

Who We Serve

We specialise in working with two groups of people:

Professionals approaching or enjoying retirement who want to balance legacy planning with living well. We help create peace of mind about inheritance tax planning while maintaining the freedom to enjoy the life you've worked for.

Busy career-focused professionals who need comprehensive strategies that work alongside demanding lifestyles. We remove the financial complexity so you can focus on your career and family, knowing your future is secure.

How We Work

We start by listening. Every client relationship begins with understanding your current situation, your concerns, and your aspirations. This foundation allows us to create strategies specifically tailored to your circumstances.

Our planning process is thorough but efficient, designed to respect your time while ensuring nothing important is overlooked. We provide clear recommendations with practical next steps, ongoing reviews to keep you on track, and proactive support when your circumstances change.

Whether you prefer face-to-face meetings at your home or office or the convenience of virtual consultations, we adapt our service to work with your schedule and preferences.

Our Promise

When you work with Laura Joyce Wealth Management, you can expect to feel heard and understood, receive clear explanations without overwhelming jargon, gain confidence about your financial future, and have a trusted adviser who keeps your best interests at heart.

We're based in Wrington, North Somerset, serving clients throughout the Bristol area and beyond through both in-person and virtual meetings. Our advice is regulated and guaranteed by St. James's Place.