Broad Chare Partners


Broad Chare Partners offers the highest standards expert financial planning for businesses and individuals.

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 to understand their personal aspirations.

In addition to drawing on their experience as business owners themselves, the Partners of Broad Chare 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 them achieve their overall financial goals.

Some of the corporate services which Broad Chare Partners specialise include:

– Key Person Insurance
– Shareholder Protection
– Corporate Pensions
– Profit Extraction
– Succession Planning Strategies
– Employee Benefits

Some of the personal services which Broad Chare Partners specialise include:

– Investment Planning
– Inheritance Tax Planning
– Retirement Planning
– Trust and Estate Planning
– 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.

www.broadcharepartners.co.uk