Bradnam Wealth Management


01843 601338 or 07846 884 347

Laurel House, 11 St. Peter’s Road, Broadstairs, Kent CT10 2AG

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About Us

My aim is to become your trusted partner and provide a long-term relationship with my clients, showing distinct quality, integrity and excellence. I take time to really get to know my clients before offering advice. I provide clients with a bespoke, high level personal service that is rarely seen in today’s financial market place. The level of satisfaction may be judged by the fact that most new clients come to me as a result of personal recommendation by existing clients.

I believe that my service is unique, due not only to the personal and confidential service I provide in managing your wealth, but also in helping you to achieve life goals through structured management of your finances.

I can provide individually tailored advice in all areas of financial planning, including:

  • Building and Preserving Capital: Investments planning, Pensions & Estate Planning.
  • Financial Protection Against Risk: Life and Critical Illness, Health Insurance, Inheritance Tax
  • Managing Cash & Borrowings: Mortgages.

I aim to keep my clients aware of the most up-to-date information within the markets and providing a weekly email Bulletin 'Week Watch' is just one example. In addition, I am able on request to provide quarterly copies of The Investor, the St. James's Place Wealth Management magazine.

Bradnam Wealth Management is a Senior Partner Practice of St. James's Place Wealth Management.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value may fall as well as rise. You may get back less than the amount invested.

The levels and bases of taxation and reliefs from taxation can change at any time and are generally dependant on individual circumstances.

Bradnam Wealth Management is a trading name of Bradnam Wealth Management (UK) Limited.

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 title ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.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.


Our Services

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'.

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

Investment Planning

The right investments can offer real opportunities to potentially grow your wealth and help to protect it against inflation.

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Retirement Planning

Regardless of the life stage you have arrived at, it's important to receive the right advice on your pension planning requirements.

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Protecting You & Your Estate

Providing effective solutions to meet the insurance and protection needs of our clients.

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Corporate Services

We understand that running a successful business can take priority over the time spent on planning the financial security of you and your employees.

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Banking & Mortgages

We understand that people may have little time to manage their finances as effectively as they would like.

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Questions you should ask

Why choose us?

St. James’s Place is one of the UK's leading wealth management organisations, managing client funds of over £116 billion. The company was founded in 1991 by Sir Mark Weinberg, Lord Rothschild and the late Mike Wilson CBE, and today through its Partnership provides reliable and expert advice in all aspects of wealth management.

As a client, you will receive a personalised face-to-face advisory service from our business, whilst having access to a distinctive investment management approach and the backing and re-assurance of investing with an award winning FTSE 100 company.

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

Can I access my wealth management information online?

As a client, you have access to a comprehensive range of wealth management services and advice and we will strive to provide you with an extremely high standard of personal service.

In addition, our Online Client Services allow you secure access to view your St. James's Place investments, view your savings with the St. James's Place Bank, view your existing savings accounts with Metro Bank and login to the Flagstone client platform.

What is your investment management approach?

St. James's Place Wealth Management recognises that no single investment house has a monopoly on investment expertise, and St. James’s Place do not employ in-house investment managers. Instead we carefully select a number of external managers of outstanding ability to manage our range of funds.

This has a number of advantages:

  • It gives us the freedom to select first-class managers from the global investment market to manage our funds on behalf of our clients
  • It enables us to change any of these managers at short notice if we have lost confidence in them, without any charges, or tax, or inconvenience to our clients
  • It offers our clients a real opportunity to diversify their investments by spreading their money across funds managed by different managers with different styles

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 St. James's Place approach to investment management only applies to St. James's Place products.

What guarantee do you offer?

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

What is the St. James’s Place Charitable Foundation?

Founded in 1991, the Foundation is the charitable arm of the St. James's Place Wealth Management Group and has so far raised and distributed over £81 million to help make a significant difference to the lives of children and young people. Since inception the Charitable Foundation has funded hundreds of projects, which is owed to the tremendous commitment that the St. James's Place community show to the Charitable Foundation year after year.

The Foundation supports hundreds of charities under the following themes:

  • Cherishing the Children
  • Combating Cancer
  • Supporting Hospices

For more information on the St. James's Place Charitable Foundation and to find out how to apply for a grant please click here.


What additional services do we offer?

We either have the expertise or access to specialists who can advise you on a wide range of other wealth management services, ranging from writing wills and tax advice and legal services to advice on portfolio management services, specialist insurance and corporate lending.

Products and services from other providers have been carefully selected to complement and enhance the range of St. James's Place products on offer.

Some of the services we have available to us are separate and distinct to those offered by St. James's Place.

Wills are not regulated by the Financial Conduct Authority.

Will Writing

Making a Will is vital in Inheritance Tax (IHT) planning and it is important to ensure it is well written and planned correctly.

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Philanthropy and charitable giving

The St. James's Place Philanthropy Service, provided by the Charities Aid Foundation.

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Contact Business

Open: UNKNOWN

Opening Hours

  • Monday 09:00 - 17:00
  • Tuesday 09:00 - 17:00
  • Wednesday 09:00 - 17:00
  • Thursday 09:00 - 17:00
  • Friday 09:00 - 17:00
  • Saturday CLOSED
  • Sunday CLOSED