Ballantine Wealth Management

13/05/2026

David stopped into The White Feather Coffee Co today for his it of caffeine before more meetings this afternoon! Great coffee and service 😀😀

30/04/2026

A proud moment for everyone at Ballantine Wealth Management.

All five of our advisers have been recognised as VouchedFor Top Rated Advisers for 2026 & we’ve just reached 300 reviews!!!!

VouchedFor is one of the UK’s leading review platforms for financial advisers, with recognition based on verified client feedback and adviser checks.

That makes this achievement especially meaningful. It reflects the trust our clients place in us and the consistent standards our advisers work hard to maintain.

A huge thank you to our clients for their reviews and continued support.

Proud of the team. Grateful to our clients.

01/03/2026

What a day! Taunton Half Marathon was a fantastic event. Race organisers take a bow👏

Delighted to say that we raised £1,817 for Children's Hospice South West. A very worthy cause.

A BIG thank you to our team of runners & helpers…as well as clients, friends & family who have supported and donated. Great to see fellow sponsors Walpole Dunn Chartered Certified Accountants with Nick & Katie doing so well too 👍🏼

01/03/2026

They’re off and running Taunton Half Marathon

28/02/2026

Our Team are registered and ready for Taunton Half Marathon! Tomorrow morning 🌅 🏃‍♀️ 🏃‍♂️

What a great job Dan, Dave, Alex & their team have done 👍🏼

Still time to donate👇 Children's Hospice South West

https://www.justgiving.com/page/ballantine-wealth-management-1?utm_medium=FR&utm_source=CL

27/02/2026

Excited for this Sunday - Taunton Half Marathon! Svetlana has the team race day T-shirts. Big thanks to Somerset County Sports for getting them sorted👍🏼

We are proud Event sponsors this year and our Team are running to raise funds for Children's Hospice South West.

If you can donate we know it’s greatly appreciated- link below ⬇️
https://www.justgiving.com/page/ballantine-wealth-management-1?utm_medium=FR&utm_source=CL

20/02/2026

This will be fun!

Evening everyone!!

This is a reminder that you can still enter the Kid's Kilometre up until 23:59pm tomorrow (Friday 20th February) Minimum age of 8 for entrants - a chance to be a part of the Taunton Half Marathon experience with a kilometre fun run around town. There will be lots of support!

There's an awesome medal, a free Robinsons drink at the finish and the chance to run with some legendary local mascots

You will be able to enter on the day for £7.50 (PLEASE NOTE THAT THIS WILL BE CASH ONLY AND IS JUST FOR THE KIDS KILOMETRE - THERE ARE NO ON THE DAY ENTRIES UNDER ANY CIRCUMSTANCES FOR TAUNTON HALF MARATHON!)

Enter here until 23:59pm tomorrow night... https://www.activesouthwest.co.uk/e/taunton-half-marathon-and-kids-fun-run-12032

16/02/2026

Can’t wait for this 🏃‍♀️ 🏃‍♂️ 🏃 Less than 2 weeks to go!

If you can please donate: https://www.justgiving.com/page/ballantine-wealth-management-1?utm_medium=FR&utm_source=CL

So race day is getting close now, and you will have seen in the race info email all of the sponsors that have massively helped to make this day possible.

One of our Secondary Sponsors is Ballantine Wealth Management

Ballantine Wealth Management provide a highly personalised and comprehensive financial planning service. They aim to build long-term relationships with individuals, families and business owners in and around Somerset.

The firm support their clients with a range of financial planning needs including:

- Retirement & Pensions
- Investments
- Inheritance Tax
- Protection
- Small and Medium sized Businesses

Their purpose is to help enable you to meet your financial goals in life.

Managing Director, Leighton Ballantine stated “We are delighted to be an Event Sponsor for the Taunton Half Marathon. Our team are well into their training and we can't wait to see everyone on the start line! ”

We can't thank Ballantine Wealth Management enough for their support. 😊💜

08/02/2026

Tom, David & Svetlana were out training this morning in preparation for the Taunton Half Marathon which we are proud to be sponsoring.

We are raising funds for Children's Hospice South West.

Please support us by making a donation to this amazing charity:

https://www.justgiving.com/page/ballantine-wealth-management-1?utm_medium=FR&utm_source=CL

22/01/2026

📉 Volatility is part of investing, but it doesn’t have to be your enemy.

Learn how market swings can be managed, and even used to your advantage, when planning for retirement in an unpredictable world.

🔗 https://www.ballantinewm.co.uk/article/detail/sjpp/planning-for-retirement-in-volatile-times.html

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.

St. James’s Place Representatives represent only St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.

SJP Approved 20/1/2026