Abrey Private Clients LLP

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VOUCHEDFOR 2021-2026 TOP RATED ADVISER (LONDON & HARPENDEN) brian.abrey@sjpp.co.uk Chartered Accountant (not currently practicing), Chartered Financial Planner & Chartered MCSI VouchedFor feedback: www.vouchedfor.co.uk/financial-advisor-ifa/harpenden/027784-brian-abrey Our objectives: - identify & quantify key personal & professional objectives - develop a plan to target your objectives - review your evolving situation, market conditions & attitude to investing We have businesses, trustees & private clients, incl. powers of attorney. Advice & service tailored to your needs. Business owners, corporate financial planning; such as pensions & wider retirement planning, protection for directors, key employees or shareholders, tax reliefs, employee benefits & aspects of exit planning. PRIOR EXPERIENCE: High Net Worth, Self-Employed & Business Owner clients from the Legal, Accounting & Medical professions, as well as Directors of Entrepreneurial & Financial Institutions, including Business Sales. CORPORATE AND SOCIAL RESPONSIBILITY Abrey Private Clients, Your Wealth Matters ™ We support our youth, taking time out to financially educate the next generation. Contribute time & donate to the St. James's Place Charitable Foundation: * Cherishing Children * Combating Cancer * Supporting Hospices Climate Active Workforce, reducing carbon footprint and involved in climate projects. Volunteer with local Charities & Community Groups Your home may be repossessed if you do not keep up repayments on your mortgage The value of your investment can go down as well as up. You could get back less than expected. The Partner Practice is an Appointed Representative of St James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority). The 'St James's Place Partnership' and the tiles 'Partner' and 'Partner Practice' are marketing terms used to describe St James's Place representatives. SJP APPROVED: 2/10/2023

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