An Associate Partner of St. James's Place Wealth Management

Tiffany Beard

Tiffany Beard

LLB (Hons) Chartered Fellow FCSI, Chartered Wealth Manager MCSI
My service is grounded in the highest professional standards. I recognise that all of my clients are unique and as such deserve a bespoke service, tailored to their own financial needs and future aspirations.

About

I work closely with all of our clients, building a relationship based on trust and an in-depth understanding of their personal finances. This ensures that we are able to provide the advice that is needed, when it’s needed.

I specialise in providing personalised wealth management to individuals and businesses. I hold the CISI Investment Advice Diploma and the CISI Masters in Wealth Management. I moved into wealth management after undertaking a Bachelor of Law and I am now a Chartered Wealth Manager.

I have had a huge variety of experience managing the wealth of individuals, families, entrepreneurs and executives. I have worked as a private client investment manager and subsequently for one of the largest international Swiss banks. Due to my background, I enjoy an enviable reputation for being able to communicate complex financial issues in a clear and understandable fashion.

It is my firm belief that St. James's Place offers the best wealth management services available in the UK today. Their distinctive approach combined with my qualifications and experience have provided a compelling reason for many of my clients to establish long term and trusted relationships with me as an individual and naturally with St. James's Place itself.

I am based in Bristol and have clients all around Southern England, whilst spending ample time in London. I spend my weekends with family and friends.

It is important to me to continually support the St James’s Place Charitable Foundation. I have a personal interest in supporting Macmillan.

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Advice & Services

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

Testimonials

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Tiffany has been a huge help. She has given clear guidance and provided continual support throughout. She has helped us focus our minds and finances and plan for the future. We would highly recommend her.
Katharine Cusack |Solicitor, Bristol
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We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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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.

The Partner 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.