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.

About

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.
Alan Beverley

41 Ripley Road, Heage, Belper, Derbyshire, DE56 2HU

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

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

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.
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 for us. We have every confidence in Alan and have recommended him to others and will continue to do so.
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 and advice. He always explains any details of my investments in a language I understand which is very important to me personally. I have no worry whatsoever knowing my money is in the safe hands of Alan. I would have no hesitation in recommending him to any other investor.
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

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.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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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 www.sjp.co.uk/products. 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