Senior Partner Practice of St. James's Place Wealth Management
Brett has been in the financial services industry since 2001 gaining essential knowledge and experience in the delivery of high quality personal advice to individuals, businesses and trustees. Specialising in retirement, estate and inheritance tax planning, life and health insurance, investment and portfolio management. Brett’s ethos is developing strong long-term client relationships built on confidence and trust. This is combined with a tailor-made financial plan designed to suit individual needs whilst providing regular reviews as their financial circumstances evolve.
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.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.