Wealth management and financial advisory for entrepreneurs
Education for the next generation, from the fundamental principles of financial markets to support on foundations and assisting with philanthropic strategies.
Dynamic planning for generational wealth
Beyond the highly personalised advice we deliver, our clients expect that we continually assess our own capabilities to ensure that we are providing the most appropriate services. That continuous assessment means that our bespoke client plans remain dynamic in adhering to security today, prosperity for the future, and preparation for the legacy that the next generation will inherit. Preparing for wealth transition to reduce the risk of wealth dilution on transfer to the next generation.
What does wealth mean to you?
At Brades, what makes us successful in delivering for business owners and entrepreneurs begins with an in-depth understanding of our client needs. Coupled with extensive financial and technological expertise, we can respond accordingly to the ever-evolving needs a business owner and entrepreneur will have through their journey where wealth means different things at different stages. We employ expertise across different areas from tax and trust planning to investment management and technology adoption so that we are able to help you answer the important question: “What does wealth mean to me?”
Understanding your vision
Our core belief
To deliver on the expectations of our clients and allocate capital effectively, we must understand the long-term vision and intended purpose of family wealth.
From bespoke investment portfolio management to personalised wellness and lifestyle services. We are committed to meeting your holistic needs. Our services are designed to help you answer the important question: What does wealth mean to me?
Our services
Discover bespoke solutions for business owners and entrepreneurs that will align your financial success with purpose-driven impact.
Your wealth is more than just numbers. To deliver on the expectations of our clients and allocate capital effectively, we must understand the long-term vision and intended purpose of family wealth.
Our Private Wealth Management service aligns your aspirations with actionable strategies, helping you navigate life’s milestones while staying true to your purpose. Together, we’ll create a roadmap that ensures your success supports the legacy you want to leave behind. Beyond the highly personalised advice we deliver, our clients expect that we continually assess our own capabilities to ensure that we are providing the most appropriate range of services.
These Include:
- Personal Investments
- Discretionary Fund Management through Rowan Dartington, the stockbroking arm of St. James’s Place (SJP)
- Personal & Family Protection
- Pension & Retirement Planning
- Access to Specialist Banking Services*
- Mortgages
- Intergenerational Wealth Planning
- Inheritance Tax Planning
- Life Goals Financial Planning
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with SJP or Rowan Dartington will be directly linked to the performance of the funds and may fall as well as rise. You may get back less than the amount invested.
The levels and bases of taxation and reliefs from taxation can change at any time.
Tax relief is dependent on individual circumstances.
*Please note that where access is provided or a referral to a specialist service is made, the service provided will be separate and distinct to that offered by SJP.
We advise business owners and entrepreneurs on all aspects of corporate finance. From effective tax strategy to agile cashflow management, pension and protection schemes, and successful exit strategies* when the time is right.
*Advice relating to exit strategy may necessitate the referral to products and services that are separate and distinct to those offered by SJP.
We offer access to a suite of business consultancy tools, and specialist services to support your business through each stage of its life.
- Aspects of Succession Planning
- Pensions
- Workforce Health Insurance & Death in Service
- Workforce Financial Wellbeing
- Cashflow Planning
- Cash Management through SJP’s cash management service powered by Flagstone
- Business Insurance & Protection
- Capital Extraction
- Aspects of Growth & Exit Advice
- Corporate Investments
- Tax Planning
The value of an investment with St. James’s Place or Rowan Dartington may fall as well as rise. You may get back less than the amount invested.
*Please note that where access is provided or a referral to a specialist service is made, the service provided will be separate and distinct to that offered by St. James’s Place.
Our service charter
Our service charter is built around our purpose to SERVE you, our clients. The guiding principles behind our purpose are:
S
Seek trends and shape the future
E
Empower and energise our clients
R
Reinvent continuously
V
Value results, relationships, and sustainability
E
Embody purpose, integrity, and competitive spirit
Financial strategies with meaning
We’re focused on developing a dynamic strategy for our clients that provides the foundation for long-term prosperity with stewardship of family wealth. By fostering a culture of education and encouraging active engagement from all family members, we help cultivate entrepreneurial spirit and innovation across generations. This in turn provides the necessary preparation for future wealth transition, reducing the risk of wealth dilution on transfer to the next generation.
Our services are built by entrepreneurs, for entrepreneurs, always grounded in a commitment to community, mutual growth and our purpose, which is to SERVE.
Ready to transform your wealth?
If you think you’re right for our services, and we’re right for you, let’s talk. Get in touch with our team today.
Brades is a trading name of Brades Financial Management Limited. Brades Financial Management Limited is aThe 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. Brades is a trading name of Brades Financial Management
SJP Approved 24/6/2025
