We are specialists in advising people like you, who are retiring or semi retiring in the next 12 months. We help you plot a clear path through the mine field of options and prepare you, in a financially successful way, for a happy and fun retirement.
Who will we advise?
Ours is a very busy retirement advice Practise and each year we decide how many new clients we have the capacity to help whilst maintaining our service standards, and which ones we feel we can help most effectively.
Our conclusion is that in 2021 we can help an additional 100 people all of whom must have pension fund of at least £100,000 in their existing pension plans. As of 1st of April 2021 we only have 89 spaces left.
How St. James’s Place manage your investment.
The St. James' Place Approach to investment management is a key factor in our proposition. Using the best investment managers from around the world, who adhere to the principle of Environmental, Sustainable and Governance principles, gives a good chance your investment will grow well.
Monitoring them regularly means St James's Place know if they are slipping from the top of their game and can replace them quickly. Making them come to your money rather than your money going to them, gives you the peace of mind that your assets are always on your balance sheet and reducing your carbon footprint. You can access our PDF on 'what it means to be a client' by clicking on the button below or take a look at our videos on this page.
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.
What it means to be a client of BRC Wealth Management
While our core focus is in retirement investment, we are able to offer help and advice in other areas too.
Investing for capital growth or capital preservation
Protecting lifestyles against risk
Mitigating tax liabilities
Investing for income
Planning for retirement
Later life planning
Later life planning
St. James’s Place Guarantee
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.
COSTS & CHARGES
Take a look at our videos detailing costs and charges for financial advice and pensions