Brownlow Wealth Management Ltd offer advice to individuals, businesses and trustees in all areas of the financial spectrum.
We provide financial advice and clearly explained solutions to individuals and companies on investments, life cover, health protection and retirement planning including SIPPs and drawdown products.
We also specialise in giving advice to the retired and the more complex area of care fees planning for those needing nursing or residential care. This includes investment advice, estate preservation and inheritance tax planning.
We believe in providing a friendly face to face service and deal with all clients in a compassionate and caring manner and in total confidence. We offer all new clients a no obligation initial consultation without time constraints. This allows us to get to know you, and for you to tell us about your personal and financial circumstances without feeling pressured.
It is only by establishing your full financial circumstances that we can provide quality financial advice that is right for you and your family or business. We pride ourselves in providing clear choices for our clients, which provide financial solutions that are reassuringly straightforward.
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.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
The 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) 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.