Broad Chare Partners

Broad Chare Partners offers the highest standards of financial advice and expert financial planning.

As a Senior Partner Practice of St. James’s Place Wealth Management, Broad Chare Partners gives clients access to a distinctive investment management approach and aims to build long-term relationships with their clients in the aim to understand their personal aspirations.

In addition to drawing on their experience as business owners themselves, the Partners use their own financial expertise and high level of professional qualifications to create tailored solutions for individuals, families, trustees, business owners and start-up businesses to help achieve their financial goals.

Some of the areas in which Broad Chare Partners specialise include:

  • Investment Planning
  • Inheritance Tax Planning
  • Retirement Planning
  • Trust and Estate Planning
  • Corporate Planning
  • Employee Schemes
  • Protection against risk

Trusts are not regulated by the Financial Conduct Authority.

Broad Chare Partners is a trading name of Broad Chare Partnership LLP.

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