A Senior Partner Practice of St. James's Place Wealth Management

Jacqui Bevan Wealth Management

Jacqui Bevan

DipPFS
My commitment is to you, my client. I honour this commitment by building long lasting, meaningful relationships that sadly seems to have disappeared from most other areas of the Financial Services industry.

About

Prior to joining St. James's Place Wealth Management over 15 years ago, I spent 18 years working for Barclays Bank PLC, the later part of this as a Premier Manager. As a consequence, I have worked in the personal and corporate sector and have therefore now established many long standing working relationships that have given me a great deal of insight and understanding that I now utilise in my own practice at St. James's Place.

I am committed to ensuring that my industry knowledge and technical expertise remains relevant and current and at the leading edge, therefore I invest regularly in professional and personal development. The industry is now so sophisticated that top class customer service and relationship skills are absolutely necessary to ensure safe compliance. I pride myself on delivering a well-rounded, professional service built on these solid principles.

This same dedication and attention to detail is reflected in all that I do within my Practice; this includes Tusts*, estate planning, investment planning, inheritance tax planning and retirement strategies.

Outside of work I lead an active family role with Paul and two sons Alfie and Oscar. Balancing family and work life has been one of my major achievements of recent years. A happy family and successful wealth management practice are strong foundations to build a future on. A future that I hope you will be part of.

If you are looking for an expert Wealth Management service that is uniquely tailored to you or your business, then Jacqui Bevan Wealth Management provides the kind of service you can expect.

With over 25 years of experience in the Financial Services industry, we understand what it means to be responsible for helping clients manage and protect their wealth.

As the complexity and sophistication increases with the market and its products the basics still hold true, PEOPLE COME FIRST! While we work hard to ensure we offer legally compliant advice every step of the way, we never lose sight of your objectives.

This is another key feature of Jacqui Bevan Wealth Management service, it is totally client led. As a result we are proud to say all of our business comes from client referrals.

*Trusts are not regulated by the Financial Conduct Authority

Promotions

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Advice & Services

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

Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.

Testimonials

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Jacqui has been fantastic, always available, very flexible in communication methods, always puts my interests first. Highly recommended.
Name Supplied |Financial Services, Orpington, Kent

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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.

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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.