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
We are an independent* Chartered Financial Planning firm set up in 2002 by three like minded Directors, Owen Temple, Tony Conner & Joss Harwood aspiring to become the North East’s premier personal Financial Planning practice. We were unusual back then because we charged fees; we didn’t take commission. All firms now have to work on a fee basis. We focused, as we still do, on making people’s futures financially secure over time, with all the jigsaw pieces fitting neatly together, rather than selling financial products.
The North East Fund is a £120m investment programme available to SMEs across Durham, Northumberland and Tyne and Wear. Businesses relocating to the area may also be eligible. There are five funds – each with a different investment focus to suit the needs of SMEs depending on the sector in which they operate and where they sit on the growth curve
Suzanne Wishart-Just Mortgages, gifting clients financial peace of mind, by working with them to find solutions to their mortgage and protection needs.
My purpose is to link and align closely with other local businesses enabling me to recommend their services to clients, but also on a smaller scale for example my refer a friend offer is centred entirely on offering vouchers for small local businesses.
Whilst I am looking to work closely with local financial planners, estate agents, and the like, I am also working equally with toddler groups, beauticians, fitness clubs, and cake makers.
The North East is a fantastic place, full of entrepreneurs, talent, and spirit
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.