Simon Bryant
CFA
Following a successful 25 year career in the city I now share my experience to help clients understand their financial potential, feel secure in their future and achieve their financial goals.
About
Life is busy and it is easy for financial planning to feel like one more thing to worry about, often getting overlooked or put to the bottom of the to do list. Where do you start? What should you be considering? What does your financial future look like?
I started my business because I wanted to be able to help people have confidence in their financial futures and ensure that financial planning is one less thing to worry about.
I utilise specialist software with my clients to help them visualise their financial future and bring their plans to life.
Giving you complete visibility of the financial impact of decisions you make and confidence that your actions will deliver your financial goals.
I work predominantly with time poor professionals and families seeking to plan for the future.
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 27/11/2024
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.
