DipPFS, LLA, CertsCII(MP&ER), MISM, EFA
Principal of Bryant Associates
Welcome to Bryant Associates, wealth management and financial planning specialists serving individuals, families and businesses since June 1995.
Our service is grounded in the highest professional standards. We recognise that each of our clients is unique and as such deserves a bespoke service, tailored to their own financial needs and future aspirations.
We work closely with all of our clients, building a relationship based on trust and an in-depth understanding of their personal finances. This ensures that we are able to provide the advice that is needed, when it’s needed.
Having studied Business and Finance at the University of the West of England my 28 years of personal industry experience, which began 1991 with Prudential Assurance followed by appointment as Executive Consultant to Prudential Private Financial Planning Services in 1993, is also complemented professionally having qualified via the Chartered Insurance Institute (CII) and Personal Finance Society (PFS). I continue to enhance my knowledge base through continual professional development with both the CII and PFS, and involvement as Fellow of the Institute of Sales and Marketing Management, along with the in depth training and compliance regime of St. James’s Place itself, and I thoroughly condone the need for greater Industry professionalism, qualification and transparency.
Though not exclusive to the advice I give I specialise in investment planning (onshore and offshore), Inheritance Tax and Estate Planning, encompassing Long Term Care and Fees Planning for which I hold specific Chartered Insurance Institute Qualifications and St. James's Place licence. These enable me to offer the truly specialist advice required in these areas.
In addition to the experience and expertise provided by ourselves and members of the St. James’s Place Partnership, products and services from other providers have been carefully selected to complement and enhance the range of St. James’s Place products on offer. We believe the providers represent the ‘best of breed’ in their respective categories and are capable of delivering the high standards you would expect. Please ‘click here’ for some examples.
