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.’


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.