BRC Wealth Management LLP
Partner Practice of St. James's Place Wealth Management
“St. James's Place have only been handling our investments for the past 18 months, however in that time they have not only shown themselves to be highly responsive to the vagaries of an increasingly volatile market but also strongly customer focused and responsive to our changing personal circumstances. They continue to prove worthy of our confidence in the stewardship of our funds.”
“Martin has helped us see clearly ahead in terms of our retirement planning. He has given sound advice as to all options available for us.”
Stephen & Fiona Clements
“Martin was introduced to me at the right time and gave me sound advice then and has continued to do so over the past 10 years. There is no way I would have achieved my early retirement objective and be able to enjoy my post working years (more than comfortably) without Martins advice. For this I am very very grateful.”
“We have been impressed with Martin's service. We are confident that we are getting good retirement planning advice. He visits us regularly and is always well prepared, delivering sensible suggestions in a very professional manner.”
“Martin always listens really carefully to my needs and views then gives me several viable options from which to choose. He keeps me informed of useful information I might find helpful between annual reviews and, if I do have a problem or question between reviews he answers it promptly and in detail. I am very happy to recommend him to anyone needing financial advice.”
Louise Turner, Brough
“I am pleased to be associated with Martin Baltazar, whom I first met in 2009. Martin has always given me good sound financial advice; he knows the market place well and he has guided me on several investments and taxation issues. Since taking up his appointment with St. James’s Place in February 2012, I am confident that Martin is even better placed to give solid and beneficial financial advice to both individuals and businesses. I would not hesitate to recommend Martin to any Company Director or CEO who is serious about their company’s future or their own personal financial planning. ”
Mark McGraw, Sales Director, Yorkshire Plywood Ltd
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.
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.
BRC Wealth Management LLP is a Limited Liability Partnership registered in England and Wales, Number OC404415. Registered Office: Unit 2 Romica Business Centre, Beck View Road, Beverley, HU17 0JT, England. View the Members of BRC Wealth Management LLP.