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 creating and implementing 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 award-winning wealth management Practice, so that I can help those I work with to feel confident and in control of their finances and their future.
One of the key things that differentiates me from other wealth managers is that I care deeply about the clients I choose to work with. I have an extensive experience working with a range of wealth levels, from those starting their journey to those wanting to solidify their wealth management strategies. I work with high achieving, time-poor professionals and business owners that have at least £100,000 of investable wealth.
I provide expert advice across investment planning, tax, trust and estate planning, protection, pensions and retirement strategies, philanthropy and portfolio management.
In April 2024 I was invited to participate in a roundtable event at the House of Lords to discuss what can be done to improve the gender investment gap. Two months later I was awarded Financial Times Adviser Highly Commended Rising Star of the Year. I have been featured in the Financial Times, Harpers Bazaar and The Telegraph amongst other publications, and run events with private members’ club Home Grown, the Chartered Insurance Institute and Ernst & Young's Women in Insurance Network. I am the top downloaded guest on The Financial Planner Life podcast and have been featured as one of London’s Top Rated Financial Advisers in The Times for 2022, 2023, 2024 and 2025.
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.
Trusts are not regulated by the Financial Conduct Authority.
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.Advice and services
We offer an excellent wealth management service which will help you achieve your goals
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 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.
