Paul Beebee
DipPFS
Paul Beebee Wealth Management provides a face to face, friendly, pro-active advice service, which helps with your savings and investment planning and effectively minimise the impact of taxation, helping to keep your wealth where it belongs: firmly in the family.
About
Paul Beebee Wealth Management can advise in all areas of financial planning. Paul is a specialist investment adviser who takes great pride in minimising his clients’ impact to taxation. Offering a personal wealth management service along with the benefit of a single relationship to meet all your financial needs, whether your priority is to:
- Preserve wealth
- Manage cash
- Gain financial protection against risk
- Reduce Inheritance Tax liabilities
Paul aims to keep all his clients aware of the most up to date information within the markets. Providing WeekWatch which highlights key financial and economic issues on a weekly basis is just one example.
Paul has been in the personal financial services sector for over twenty five years, joining St. James's Place in 2003. Since entering the personal financial services sector, Paul has always worked to provide the very finest service to his clients. Thorough and innovative, he helps to meet the needs of all generations who want help in designing a successful strategy for their future. Paul concentrates on increasing clients’ net spendable income through a conservative and sensible investment strategy.
After determining his clients’ specific financial goals and objectives and assessing their risk tolerances, Paul will develop a comprehensive strategy which aims to meet his clients’ individual needs. Through consistent effort and attention to detail, he has built a solid base of satisfied clients.
Addressing your straightforward and resolving your complex financial planning issues is exactly what Paul does, making it easier for you to understand and manage your wealth.
Off-the-shelf solutions don’t work, and experience shows every single client has uniquely personal concerns, requirements, and ambitions. Recognising this in all his dealings with you helps to build strong, long-lasting and practical relationships.
The Practice has access to exceptional expertise through the resources of St. James's Place meaning you can benefit from a diverse skill and knowledge base.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is generally dependent on individual circumstances.
Promotions
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We have many years of experience in wealth management and we are dedicated to your financial well-being.
My team are dedicated to your financial well-being.Peter Ochiela
Paraplanner
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
Testimonials
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More about St. James's Place
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 12/02/2025
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.
Paul Beebee Wealth Management Ltd is registered in England and Wales, Number 06495753. Registered Office: 3 Pennycroft Cottages, Mead Lane Upper Basildon, Reading, Berkshire, RG8 8ND.
