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
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.
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
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.
SJP Approved 20/02/2024
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.
