Sam Brett
FPFS
Director
At Brett Private Wealth, our priority is to understand your financial needs and aspirations, helping to achieve them in the optimal manner.
We provide comprehensive, quality advice, focusing on building trusted relationships by utilising our extensive knowledge and commitment to great service.
About
Brett Private Wealth is based in Norfolk, offering advice in person and online, tailored towards affluent families, successful business owners and senior professionals.
Our educational approach empowers clients to have confidence in their financial futures. We aim to give clarity in a traditionally complex industry, making matters easier to understand.
As well as a Chartered Financial Planner and Fellow of the Personal Finance Society, an Affiliate membership of the Society of Trust and Estate Practitioners (STEP) is held, signifying experience and expertise.
St. James's Place is one of the largest wealth management companies in the UK and provide support to advisers who work alongside them. The decision to become a Partner Practice of St. James's Place was made due to the substantial assistance provided from a regulatory, investment management and technical perspective. Importantly, this allows more time to be spent with clients.
Contact us for an informal no-obligation discussion to see if we can make a positive impact on your financial journey.
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.
Promotions
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 16/03/2026
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.
