Broad Chare Partners

Broad Chare Partners

Broad Chare Partners offers the highest standards of financial advice and expert financial planning. 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.


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

Commercial Expert Ltd

‘As independent, whole of market commercial brokers, we work for you, not the lenders. That means we take time to find you the right deal – one that suits your individual circumstances and works with your business plans.

Let us take away the hassle of approaching multiple lenders only to find you don’t meet their criteria. Our team of experts have spent decades building relationships with traditional and specialist lenders so that we can get you the money you need to grow your business.’


IA Growth Limited

The IA Growth team has an Impressive and Acknowledged track record of growing businesses across a wide range of industries. We mainly work with businesses from £2 million to £50 million turnover, and are driven by our aim to improve the prosperity of our region and country, and an aspiration to give back to the society we live and operate in.

We help to deliver Innovative and Actionable solutions, thereby creating sustainable companies.

IA Growth is built upon a foundation of three core pillars;


We review your business forensically and create a compelling ambition for all stakeholders to buy in to, and help you understand how the journey through organisational development will look.


We align and develop business and financial structures, systems and behaviours which set a baseline for business.


We form part of the senior team to inject advantage with growth and exit strategies through our Floating Board support.

Insight Finance Directors Ltd

Insight FD provide Part-time / portfolio Finance Director services to SME businesses on an affordable basis.

We are your partner ensuring that you achieve your goals & helping you to sleep soundly at night.

Management Information, forecasting and strategy - we love it all.

Oh ... & we do the boring bookkeeping & accountancy stuff as well if you wish.

Optimus Mortgages

“Hi. My name is Tim Spencer and I am the Managing Director of Optimus Mortgages Ltd. I help people achieve their financial freedom through equity release and later life lending. Based in County Durham, but looking after the whole of the country, we are your equity release specialists.”

Principled Limited

A modern, ethically conscious financial planning firm. We provide regulated financial advice on investments, pensions, life assurance, etc. as is standard. But we go further by placing a great emphasis on holistic financial planning, helping people understand their goals and what is important to them, and then helping build financial plans so that people can realise their ambitions.



UMi take the hard work out of finding and using the best information, expertise and finance for businesses. We know that businesses are more than just bricks and mortar, or numbers on a spreadsheet. They're powered by people. We're here to guide those people. With a team of savvy business experts, we translate the most complex information, expertise and finance in a way that's easy to understand and use.