At Ruddle Wealth Management, we proudly stand by our clients’ side at every stage of life’s journey. We provide expert financial advice, financial planning, and wealth management solutions to individuals, families and business owners, helping our clients achieve financial clarity, confidence and build towards lasting financial freedom.

Located in the town of Glastonbury, situated in the heart of Somerset, near the world-famous Glastonbury Festival, and just 30 miles south of Bristol and Bath, we deliver personalised financial planning services and tailored tax efficient wealth management strategies to help our clients achieve their long-term financial goals.

Our Services

We specialise in a comprehensive range of financial advice, financial planning, tax efficient investment, and wealth management services, including but not limited to:

• Tax efficient investment planning to help build, protect, and preserve your wealth
• Pensions & retirement strategies, helping clients plan for retirement
• Wealth management solutions for individuals, families, and business owners
• Family protection and insurance planning to safeguard your loved ones in case the unexpected happens
• Trust and estate planning to ensure your wealth is preserved for future generations
• Long term financial decision-making support, guiding you to make smarter, more confident financial choices

Business Specific Services

• Compliant corporation tax mitigation strategies
• Business protection planning, such as key person and shareholder protections
• Group protection planning solutions for businesses and employees
• Pension advice and services for business owners and employees
• Employee benefit planning, such as Income Protection, Critical Illness Cover, Death in Service Cover and more.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested.

Trusts are not regulated by the Financial Conduct Authority.

Our Story

Founded to combine professional expertise with a client centric, relationship focused approach, Ruddle Wealth Management believes financial planning is more than numbers, it’s about trust, transparency, and guiding clients toward the best version of their financial future.

Our Mission

To empower individuals, families, and business owners to achieve lasting financial freedom, whether that means, succession planning, retiring early, enjoying a fulfilling retirement, providing for their children’s futures, or simply making smarter, more confident financial decisions to bring peace of mind.

Why Choose Us

We work hard to build long term client relationships, providing expert advice, guidance, and education to help clients make informed financial decisions with confidence and clarity. At Ruddle Wealth Management, we embrace your individuality and your ambitions.

Financial planning is not a luxury, it’s an intelligent, proactive decision. You wouldn’t build a house without a detailed plan, so why, would you build your future without one?

Many people don’t realise the cost of not planning until it’s too late.

We believe financial wellbeing and mental health are deeply connected. Our goal is to remove uncertainty, protect what matters most, and help clients feel both financially secure and emotionally confident.

Contact Us

Reach out today to discover how our financial planning, wealth management, and advisory services can help you achieve financial clarity, confidence, and peace of mind.