Members’ Directory

Investment

St James Place Wealth Management
Beech House, Brotherswood Court, Great Park Road, Bradley Stoke, Bristol,
BS32 4QW

St James’s Place Wealth Management is a FTSE 100 company, with over £80 billion of client funds under management. We specialise in providing personalised wealth management to individuals and businesses. We concentrate on pensions, financial protection and estate planning for individuals and offer a wide range of financial planning services for business owners and trustees.

Our service is grounded in the highest professional standards. We recognise that each of our clients is unique and as such deserves a bespoke service, tailored to their own financial needs and future aspirations.

We 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.

Tiffany holds the CISI Investment Advice Diploma and the CISI Masters in Wealth Management. She moved into wealth management after undertaking a Bachelor of Law and is now a Chartered Wealth Manager.

Previous experience includes working as a qualified investment manager and subsequently for one of the largest international Swiss banks.

01454 618700
Tiffany.Beard@sjpp.co.uk