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 www.sjp.co.uk/products
At Northumbria Financial Management, we believe in making clients’ money work, to help professionals achieve their objectives through carefully designed financial advice and strategic retirement planning that aims to deliver the income necessary to enable clients to live comfortably in retirement.
We offer advice in most areas of financial planning:
Investment Planning
Retirement Planning
Inheritance Tax Planning
Trusts
Financial Protection
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.
