Associate Partner Practice of St. James's Place Wealth Management
“Wealth': a relative but a very personal term. My partner and I feel extremely fortunate to have the ear and advice of BP Wealth Management to ensure we have a secure retirement. Bryce can condense, and make meaningful, a breadth and depth of financial service options. His counsel enables his clients to make informed decisions. He is responsive, listens and gives advice; a common understanding of mutually agreed next steps.”
A.T. & J.B
“Bryce has been providing me excellent service and advice for the last 9 years. His patient consideration and good advice have successfully steered me through my retirement finances and investments. His support has always been exceptional and I am very happy to recommend him to others.”
“We have complete confidence in Bryce and have been fortunate to benefit from his financial knowledge and expert advice over a number of years. He is always supportive, helpful and available and we would not hesitate in recommending him.”
“When it comes to the understanding and explaining of wealth management Bryce is second to none. Bryce provided an excellent service when reviewing my pension. The new pension plan has greater long term benefits, and it's all thanks to the concise and accurate advice he provided. I have no hesitation in referring Bryce to anyone requiring financial planning as I'm confident he'll provide a top class service above and beyond.”
“Bryce has been our financial adviser since 2012 and we couldn't be more pleased with the outstanding advice and service he has given us over the years. Together with his excellent practice manager, Tessa, they provide a truly professional, personal, individualised approach to the needs and requirements of their clients. We feel very fortunate to be their clients and have also enjoyed getting to know them over the years.”
H.D. & T.D.
“I have always found Bryce to be honest and trustworthy and his advice is always spot on. He always ensures he is up to date on changes in legislation and how they affect his clients. I have no hesitation in recommending his services.”
“Having lived in Rudgwick for 30 plus years, its always a real pleasure to meet someone new. From the outset Bryce made me feel right at home, just like a long lost cousin, listening to my unstructured fiscal plans and needs, then actioning them with skill, clarity and professionalism. Not too uncharacteristically I firmly believe we all strive to find a form of financial security that can not only provide a legacy for our offspring, but potentially provide a level of fiscal independence into advanced years. Bryce listened to my needs, suggested a range of bespoke financial solutions, guiding me through each stage of the process, and delivered a tailored outcome that has helped believe my preliminary requirement wasn't too far removed from reality, and could in time become my reality. Outstanding advice, cracking solution and a first service I am happy to refer to my business and social networks.”
“Bryce has always been trustworthy, extremely helpful and with wise and knowledgeable advice. His support has always been exceptional and we would be happy to recommend him to anyone.”
“I have always had excellent service and advice. They are patient when I ask silly questions as finance goes over my head. Never had a bad year on our returns. I have recommended them to my friends and family. They have always been pleased with the advice given. Thank you.”
“Bryce has been advising me for several years; he has always shown genuine interest in me, my character and my motivation in planning financial security for the future. I am confident that he has my best interests at the centre of his advice and I have recommended him with confidence.”
“Bryce has been an excellent adviser for us. He is a reliable person and we have been with him for a number of years. He is sincere in his desire to help and always cheerful. We shall be staying with him, as will both our children, and regard him as a friend.”
“From the outset Bryce Paling has provided an exemplary service. He is principled, listens, offers sound advice and always has our interests at heart. His help and support is readily available and we count ourselves fortunate to be one of his clients, and would not hesitate in recommending him.”
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.
Past performance is not indicative of future performance.
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.
BP Wealth Management Limited is registered in England and Wales, Number 09381701. Registered Office: Martletts Corner Church Street, Rudgwick, Horsham, West Sussex, RH12 3EX, England.