VOUCHEDFOR 2012-2024 TOP RATED ADVISER (LONDON & HARPENDEN)
brian.abrey@sjpp.co.uk
Chartered Accountant (not currently practicing), Chartered Financial Planner & Chartered MCSI
VouchedFor feedback: www.vouchedfor.co.uk/financial-advisor-ifa/harpenden/027784-brian-abrey
Our objectives:
- identify & quantify key personal & professional objectives
- develop a plan to target your objectives
- review your evolving situation, market conditions & attitude to investing
We have businesses, trustees & private clients, incl. powers of attorney.
Advice & service tailored to your needs. Business owners, corporate financial planning; such as pensions & wider retirement planning, protection for directors, key employees or shareholders, tax reliefs, employee benefits & aspects of exit planning.
PRIOR EXPERIENCE:
High Net Worth, Self-Employed & Business Owner clients from the Legal, Accounting & Medical professions, as well as Directors of Entrepreneurial & Financial Institutions, including Business Sales.
CORPORATE AND SOCIAL RESPONSIBILITY
Abrey Private Clients, Your Wealth Matters ™
We support our youth, taking time out to financially educate the next generation.
Contribute time & donate to the St. James's Place Charitable Foundation:
* Cherishing Children
* Combating Cancer
* Supporting Hospices
Climate Active Workforce, reducing carbon footprint and involved in climate projects.
Volunteer with local Charities & Community Groups
Your home may be repossessed if you do not keep up repayments on your mortgage
The value of your investment can go down as well as up. You could get back less than expected.
The Partner Practice is an Appointed Representative of St James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority). The 'St James's Place Partnership' and the tiles 'Partner' and 'Partner Practice' are marketing terms used to describe St James's Place representatives.
SJP APPROVED: 2/10/2023
Company Details
- Employees
- 3
- Founded
- -
- Address
- 30 Lombard Street, London,london Ec3v 9bq,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Financial Advice, Retirement Planning, Tax-Efficient Investing, Family Protection, Business Protection, Employee Benefits, Mortgages, Annuities, Cash Management, Business Owner Protection, Business Sales.
- HQ
- London, London
Abrey Private Clients Llp Questions
Abrey Private Clients Llp's website is http://www.AbreyPrivateClients.co.uk
Abrey Private Clients Llp's LinkedIn profile is https://uk.linkedin.com/company/abrey-private-clients-llp
Abrey Private Clients Llp has
3 employees.
View email and phone details for 3
employees at Abrey Private Clients Llp.
Abrey Private Clients Llp's industry is
Financial Services
Abrey Private Clients Llp's top competitors are
Beals Mortgage And Financial Services,
Shortlands Solicitors,
Park Gate (Mortgage & Protection) Ltd,
Rockstone Mortgage & Financial Advice Ltd,
Tunstall Financial Management,
Solent Financial Services Ltd,
Jlp Advisory,
P. T. R. Thornton & Co.,
3cresourcing,
Enness Global.
Abrey Private Clients Llp's categories are Financial Services
Abrey Private Clients Llp's founding year is 2021
