Simon Bray Wealth Management Ltd

Financial Adviser in Bristol

Simon Bray Wealth Management Ltd is a Partner Practice of the award winning St. James's Place Wealth Management – this enables clients to receive personal, face to face advice from a local company but with the reassurance and backing of a FTSE 100 organisation, recently voted best Financial Adviser at the Personal Finance Awards 2017

 

Our focus has always been to maintain long term, trusted relationships with our clients. Over the years we have found that while many clients share similar concerns, all clients need individual solutions to their problems. Many have received financial advice in the past; however the overwhelming feeling is that advice can be fragmented, complicated or perhaps no longer relevant. With ongoing changes to the regulation and delivery of financial advice, we believe that clear and concise personal advice, delivered in plain English by an adviser you can trust is essential.

 

As a Partner Practice, we have over 50 years’ experience in the ever changing financial services industry and draw on this considerable knowledge and expertise in advising private and business clients in all aspects of financial planning. As a Member of the Society of Later Life Advisers (SOLLA) we are also accredited to provide specialist Later Life advice on care fees planning.

 

Stuart Smart joined the Practice in November 2017 with 12 years’ experience in the Financial Services industry with specialist experience in Mortgages, Family Protection, Retirement Planning and Investment Planning. 

 

Stuart currently holds the Diploma in Advanced Financial Advice and is studying towards Chartered Status, he is committed to giving the highest quality advice and working with his clients to achieve their goals.

 

Your home may be repossessed if you do not keep up repayments on your mortgage.

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Phone

07789176047

 

Address   

Bristol Office
Beech House
Brotherswood Court
Great Park Road, Bradley Stoke
Bristol
BS32 4QW

List of Services

Investments

  • ISAs
  • Unit Trusts
  • Investment Bonds
  • Investing for Income
  • Offshore Investments
  • Discretionary Fund Management
  • Tax Advantaged Investments

Pensions

  • Personal Pensions
  • Drawdown*
  • Occupational Pension
  • SIPP
  • SSAS

Personal Insurance

  • Life & Term cover
  • Critical Illness
  • Family Income Benefit
  • Income Protection
  • Relevant Life cover
  • Whole of Life

Business Insurance

  • Shareholder Protection
  • Key Person
  • Group Life
  • Group Income Protection

Wealth Preservation

  • Inheritance Tax Planning
  • Trust & Estate Planning
  • Entrepreneurs’ Relief
  • Business Relief

 

Trusts are not regulated by the Financial Conduct Authority.

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.

 

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief is generally dependent on individual cirmcumstances.

 

* Inflation will reduce what you can buy in the future with the proceeds of your investment. The aim of the investment is to provide an income for your retirement. The level of income available in retirement will depend on the level of contributions, the performance of your investment, how much is deducted for charges, the taxes that must be paid and what rate is used for converting your fund into an income. The tax rules could also change unexpectedly and this may reduce how much you get back from your investment.

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 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

 

Simon Bray Wealth Management Ltd is registered in England and Wales, Number 08520020. Registered Office: Suite D, Pinbrook Court, Venny Bridge, Exeter, Devon, EX4 8JQ.

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