We specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax planning and aspects of exit strategy planning.

For full details of the range of products and services that are available to you, view our ‘Wheel of Services’.

Highly Valued Sponsors

Bath Aqua Glass is proud to be an independent glass production company specialising in beautiful lead-free handmade fused glass jewellery, unique gifts and glassware decorations, tableware and art glass, and custom stained glass commissions.

 You can watch us at work in the studio and we have a range of activities (like Bauble Blowing which kids love), Bauble Making and Stained Glass Making courses.

We also run Hen Party craft activities and have a lovely Wedding glassware collection.


As one of the smaller Building Societies offering mortgages, savings and investments we are passionate about giving our Members and Customers something special, something they find difficult to get elsewhere.

Because of our size, we don’t do things like the larger financial institutions:

  • We don’t have call centres
  • You have access to the decision makers
  • We can offer much more flexibility to ensure we can meet individual customers’ needs
  • We still offer personal service in a world that is becoming more impersonal.

That’s why “We’re different because you are”.


Here at Lansdown Mazda we have a passion for Mazda both new and used, featuring a great selection across the range such as the 2020 Mazda2all-new Mazda32020 Mazda MX-5Mazda6all-new Mazda CX-30 and the all new Mazda CX-5, all featuring Mazda’s award winning SKYACTIV Technology.

So whether you are looking for a new or used Mazda we are here to help. Lansdown Mazda offers all the other services you would expect from a Mazda dealership.


For over 30 years Great Western Wine has sought out distinctive, hand-crafted wines direct from independent and very individual winemakers at boutique estates right across the world, to provide a unique wine drinking experience.

This wealth of experience and award-winning portfolio is now part of the Enotria&Coe family, the UK’s leading restaurant wine specialist, which allowed the Great Western Wine team to choose wines which were previously only available to the UK’s top restaurants. These handcrafted wines are sold throughout the UK from our shop in Bath and online to discerning private customers, as well as the corporate and business gift sector.


With 20 years’ prior experience in event power, Jim Creed founded ‘The Powerline’ (Entertainments) Limited in 1999, with the aim of creating a good value temporary electrical service that could stand the test of time, without being brash or intrusive.

As a result of our ongoing commitment to high standards, our clientele – and the trust they place in Powerline – has expanded each year. We are immensely proud of our work to date, but are always looking toward the next project, however large or small. To that end, your enquiry – be it a 3 kVA generator for a day, or a power package for a major touring act – is as valued as any other.