As Groucho Marx once remarked 'I have enough money to last me the rest of my life, unless I buy something!'
With over 25 years of experience in financial planning and wealth management I have built my practice on the basis we all should ‘Live for today but plan for tomorrow!’
Planning for a secure future, be it for yourself, your family or your business is, I firmly believe, one of the most important steps you will ever take. Changes in your circumstances or the effects of, for example, inflation will require you to regularly review and act upon your financial situation.
At Bryant Associates we provide our clients with a personal wealth management service, which together we can work on to build and preserve your capital and satisfy your overall financial goals.
Working, sometimes with other specialist St. James’s Place Partners, we offer advice in all areas of private financial planning from investments, pensions, inheritance, trust and long term care strategies through to bespoke business solutions* incorporating Employee Benefit Trusts, group pension schemes, share purchase and Key Person insurances, to name but a few. In this regard St. James's Place is proud to have attained a number of distinctive industry awards .
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.
Trusts are not regulated by the Financial Conduct Authority
*May involve some products and services that are separate and distinct to those offered by St. James's Place