VOUCHEDFOR 2023, 2022 & 2021 TOP RATED ADVISERbrian.abrey@sjpp.co.ukChartered Accountant (not currently practising), Chartered Financial Planner & Chartered MCSIVouchedFor feedback: www.vouchedfor.co.uk/financial-advisor-ifa/harpenden/027784-brian-abreyHelping you:- identify & quantify your key personal & professional goals & objectives- develop a structured plan to target your objectives- regularly review your evolving situation, market conditions & attitude to investingWe work with businesses, trustees & private & attorneys/deputy clients, developing long-term financial plansTailored advice & service on many aspects of Wealth Management, advising clients of all ages. 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 planningAs a Partner Practice of St. James's Place Wealth Management, we offer valued levels of servicePRIOR EXPERIENCE:Brian held Senior Risk, Finance, Governance and Regulatory positions over 22 years in the Asset Management, Insurance, Estate Management and Bloodstock industries - complementing Brian's knowledgeHNW, Self-Employed & Business Owner clients from the Legal, Accounting & Medical professions, as well as Directors of Entrepreneurial & Financial InstitutionsCORPORATE AND SOCIAL RESPONSIBILITYAbrey Private Clients, Your Wealth Matters ™Brian supports our youth taking time out to educate the next generation about money & financeBrian contributes time & donates to the St. James's Place Charitable Foundation's many good causes:* Cherishing the Children* Combating Cancer* Supporting HospicesBuilt a Climate Positive Workforce, reducing our carbon footprint, as well as contributing to climate action projectsActive Member & Previous Chair of his Accountancy Body's Financial Services PanelBrian volunteers for number of Charitable & Community organisations in Harpenden, including our youth & vulnerable peopleThe value of your investment can go down as well as up. You could get back less than you investedTaxation rules can change at any time and are dependent on individual circumstancesThe Partner Practice 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representativesSJP Approved: 2/10/2023
Listed skills include Financial Risk, Risk Management, Financial Services, Solvency Ii, and 43 others.
