An Associate Partner Practice of St. James's Place Wealth Management

Beverley Wealth Management

Alan Beverley

Dip FA
We provide bespoke wealth management advice to individuals and businesses in and around the Midlands. Our advice is tailored to meet your personal and business objectives.


Beverley Wealth Management is an Associate Partner Practice of St. James's Place Wealth Management. We specialise in meeting the principal needs of our clients, combined with a high level of personal face to face service.

Our experience and level of commitment has proved invaluable to our clients, who range from professional business people to young families and those who are retired or approaching retirement.

Based in Derbyshire, Alan provides wealth management advice to clients around the Midlands, and more widely throughout the North and South of England.

Alan has been a financial adviser for the past 17 years, starting with CIS in 2000, quickly moving into a management position where he was responsible for a team of 10 advisers. Alan moved to Halifax in 2007 to take on a senior financial adviser role and in 2011 he joined St. James's Place, where he now has his own Partner Practice, Beverley Wealth Management.

Alan feels strongly that the relationship with clients is paramount, and he places pride and dedication on developing solid personal relationships with his clients, ensuring he offers a rounded, professional and principled service.

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
Mr Alan Beverley is a friendly professional with in depth knowledge of his profession. I would not hesitate to recommend him to anyone.
Sulakhan Singh
We have been a client since the 90's and we recommend his valuable service to anyone who wishes to invest or are looking for an adviser. We will always be grateful of seeing him for his professional advice. Alan Beverley always keeps us informed regarding the investments.
Krishnan Dev |Retired, Nottingham
Alan Beverley is our friendly and personable financial adviser. He is highly professional and has a wide-ranging knowledge that enables him to give us sound advice when managing our financial affairs. He shows meticulous attention to detail and without fail always delivers what he has promised to do...
Peter and Dawne Smith |Retired Teachers, Nottingham
Alan Beverley has been my financial adviser for quite a few years now. I have built up a real trust which is of great comfort to me with my investments. I feel very lucky to have Alan as my adviser as when we have a meeting to update my financial situation he always gives me 100% expert knowledge an...
J. P. Hawkins |Farmer and Kennel Owner, Belper
Need any financial advice, then meet Mr Alan Beverley. For years I have struggled to consolidate my investments, and then Alan came into my life. At last peace of mind and sleep at night. Alan gives his all. Good professional advice, care and honesty. St James's Place is the best.
Mrs Lynn Whittemore |Retired

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Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.


St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

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 The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Alan Beverley
Beverley Wealth Management