PercyBaxter Wealth Management

Here at PercyBaxter Wealth Management we provide expert advice for asset-rich time-poor professionals and business owners who don’t have the capacity to streamline their finances, and who want to improve how they build their wealth over the long term in a way that requires minimum stress and effort. We work closely with our clients, investing time in really getting to know and understand them, so that we can create a bespoke plan that can provide them with the future that they want. We provide expert advise across investing, tax, inheritance, trust and estate planning, protection, retirement strategies, philanthropy and portfolio management. The value of your investment can go down as well as up. You could get back less than you invested. Taxation rules can change at any time and are dependent on individual circumstances. Trusts are not regulated by the Financial Conduct Authority. PercyBaxter Wealth Management is an Appointed Representative of and 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. SJP Approved 14/05/2025