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Browns Wealth Management, Associate Partner of St. James's Place

Browns Wealth Management, Associate Partner of St. James's Place Email Formats

Financial ServicesFlag of GBBanstead, Surrey SM7 2EP, United Kingdom1-10 Employees

Key Contact at Browns Wealth Management, Associate Partner of St. James's Place

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Charlie Brown Dippfs

Financial Adviser - Owner and Practice Principal of Browns Wealth Management

Company overview

HeadquartersBanstead, Surrey SM7 2EP, GB
NAICS52
Keywords
Mortgages, Pensions, Wealth Management, Retirement Planning, Inheritance Tax Planning, Financial Planning, Estate Planning, Cash Flow Modelling, Financial Adviser, Tax Efficient Planning, Goals Based Financial Planning
Employees1-10

About Browns Wealth Management, Associate Partner of St. James's Place

Browns Wealth Management is a family-run financial advice firm helping individuals, families, and business owners across Surrey, London, and beyond take control of their financial future. We specialise in wealth management, retirement planning, inheritance tax (IHT) strategies, tax-efficient investing, protection, mortgages, and estate planning. Whether you're growing your wealth, protecting your family, planning for retirement, or passing on your legacy, we offer personalised advice that puts your goals first. Based in Surrey with flexible virtual and face-to-face meetings, we’re here to guide you with trusted, straight-talking advice. Book your no obligation initial consultation today. Supporting my advice, St. James's Place Group has over one hundred in-house experts covering all aspects of wealth management including investment planning, tax advice, pension planning, inheritance tax/estate planning and protection. St. James's Place also work closely with specialist, independent solicitors and accountants. linktr.ee/brownswealthmanagement 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 detail of which are set out on the groups 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. The value of an investment with St. James's Place will be directly linked to the performance of the fund selected and may fall as well as rise. You may get back less than the amount invested.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Browns Wealth Management, Associate Partner of St. James's Place has never raised funding before.

Frequently asked questions

Browns Wealth Management, Associate Partner of St. James's Place is located in Banstead, Surrey SM7 2EP, GB.
Browns Wealth Management, Associate Partner of St. James's Place has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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