Ian Brightwell
DipPFS, CeMAP
Providing trusted expert financial advice to help you minimise tax, maximise wealth and protect against risk.
About
Based in Stowmarket, Suffolk, I provide tailored financial solutions to individuals, families and business owners. I focus on building trusted long-term relationships and I advise upon:
• Retirement & Pension Planning
• Wealth Management and Investment Planning
• Inheritance Tax Planning
• Protection (life, critical illness, income protection)
Supporting my advice, St. James's Place 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. I also work closely with specialist, independent solicitors and accountants.
My clients include:
• Business owners/entrepreneurs looking for help with tax efficient profit extraction
• Individuals planning for retirement and/or investing for growth/income
• Families looking to protect from risk and plan their wealth to tax efficiently help those they love most
After 15 years of working with clients at CIS and HSBC, in 2019 I accepted the invitation to join St. James's Place and bring my expertise to my local community, as well as the neighbouring counties of both Essex and Norfolk.
If you would like an informal chat with no obligation, please feel free to connect with me on LinkedIn or send me an email via the enquiries button.
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.
• Retirement & Pension Planning
• Wealth Management and Investment Planning
• Inheritance Tax Planning
• Protection (life, critical illness, income protection)
Supporting my advice, St. James's Place 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. I also work closely with specialist, independent solicitors and accountants.
My clients include:
• Business owners/entrepreneurs looking for help with tax efficient profit extraction
• Individuals planning for retirement and/or investing for growth/income
• Families looking to protect from risk and plan their wealth to tax efficiently help those they love most
After 15 years of working with clients at CIS and HSBC, in 2019 I accepted the invitation to join St. James's Place and bring my expertise to my local community, as well as the neighbouring counties of both Essex and Norfolk.
If you would like an informal chat with no obligation, please feel free to connect with me on LinkedIn or send me an email via the enquiries button.
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.
Promotions
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We have many years of experience in wealth management and we are dedicated to your financial well-being.
My team are dedicated to your financial well-being.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 01/11/2022
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.
Ian Brightwell Financial Planning Limited is registered in England and Wales, Number . Registered Office: 5 Buzzard Rise, Stowmarket, Suffolk, IP14 5JE. VAT No. 12135886.
