Bradley Werner
B.Comm (Hons), MBA, Dip PFS
I understand that you will have different financial priorities during your lifetime. Using my expertise, knowledge and experience I will help you develop a personalised long-term investment and retirement plan that will aim to deliver on your chosen goals through tax efficient strategies. I will advise, design and help you manage your future estate planning needs. This will help you mitigate any future inheritance tax liabilities and pass your hard-earned wealth onto your loved ones efficiently.
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.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
About
We all need to save and invest so that we can live our lives now and in the future the way we want. I take great pride in establishing a genuine relationship with my clients, planning their financial security over the long-term. I love seeing my clients’ hard earned wealth grow. Through in-depth conversations I get to understand my clients’ aspirations and how involved they want to be. Many people just want to know top line performance each year, others want to get involved in the detail. I tailor my relationship accordingly.
Werner Wealth is an Associate Partner Practice of St. James's Place providing a wide range of bespoke wealth management services. We specialise in:
• Tax Efficient Investment Planning
• Wealth Protection
• Retirement Planning
• Tax & Estate Planning
• Cashflow Modelling
If you’re looking for expert financial advice please contact me either through LinkedIn, email or telephone.
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Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
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 08/10/2022
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.
