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

Jacqui Bevan Wealth Management

jacquibevan.jpg

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
Jacqui Bevan

6-8 Chapel Street , Marlow, Buckinghamshire, SL7 1DD

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

Advice & Services

We'll help you find the right investments so you can achieve your financial 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 mortgage broking 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.
Planning for the tax year-end
Whether it’s planning your investments or your legacy, now is the time to act before the tax year-end deadline on 5 April.
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.
Jacqui has been fantastic, always available, very flexible in communication methods, always puts my interests first. Highly recommended.
Name Supplied
Jacqui is a great sounding board for ideas and advice. She is knowledgeable and totally appreciative of the situation and gives good, confident advice that you (I) can act on.
A Fulgoni
I would, and have, personally recommended Jacqui to friends and family. She impressed me with her excellent working knowledge of the options available and took her time to understand my investment needs. Jacqui has always been very professional, efficient and flexible and I look forward to a long lasting relationship with her.
Jo Gronmark
Jacqui Bevan has always given me the best advice for me, my circumstances and preferences. She has always highlighted the pros and cons of any choice I have discussed with her. She has always been extremely responsive. I would not hesitate in recommending Jacqui to anyone.
Name Supplied
Having built a significant investment portfolio myself, I have been working with Jacqui Bevan for nearly ten years. Her knowledge of the market is good, her advice is easy to follow and her explanations are authoritative. I would recommend her to anyone who is determined to become financially self-sufficient. – Chemical Engineer
Name Supplied
I have found Jacqui a very competent and helpful councilor through all the years I have used her service. I trust her completely to manage my money and feel that I can always count on her excellent advice.
Mrs F Manvell
The joy of Jacqui is that she is proactive in dealing with my finances – I don’t have to ask her to consider whether there are better ways of dealing with my investments – she is always there first. Jacqui has turned my financial life around from the fear of having to sell my house on retirement, to my house being paid for and a goodly sum invested to provide additional funds for my retirement.
Rosemary Barker

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 £87 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.
SJPWM-Crop-Blue.svg

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.

jacquibevan.jpg
Jacqui Bevan
Jacqui Bevan Wealth Management