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Natasha Percy-Baxter

Let’s build your better future together!

By working with my clients from cradle to grave, I help them find clarity, purpose and peace of mind with their money.

About

When your finances are well managed, it affords you the freedom to spend your time doing the things you love. By putting together a bespoke plan based on your priorities and goals, we can help ensure your money is working hard to provide you with the rewards and lifestyle you deserve.

I know how important it is to have someone you can trust, someone you feel comfortable discussing your finances with and that you can work with long-term. This is why I launched my own wealth management Practice, so that I can help individuals, families and businesses to feel fully in control of their finances.

One of the key things that differentiates me from other wealth managers is that I have an extensive experience working with a range of wealth individuals, from those starting their journey to those wanting to solidify their wealth management strategies. I'm on a mission to make wealth management more open and accessible, this is why I prioritise no jargon, no judgement and no minimum.

I provide expert advise across investment planning, tax, trust and estate planning, protection, retirement strategies, philanthropy and portfolio management.

Trusts are not regulated by the Financial Conduct Authority.

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Advice & Services

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

Investment planning
We’re here to make the money you’ve worked hard for, work just as hard for you. Together, we will create a personal investment strategy, and a detailed plan to help you reach your personal goals.
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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.

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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.

SJP Approved 25/09/2023

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.