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.