Bryan Fisher

Bryan has enjoyed a successful career within the financial services sector since 1989. This ultimately led to him being invited to join the prestigious St. James's Place Wealth Management, giving him access to the distinctive investment approach and superior client care that St. James's Place provides to clients.

About

His core beliefs are to provide quality advice and excellent personal service. He is passionate about client service and the development of long term relationships based on mutual trust, discretion and respect.

Bryan is the principal person you will meet for advice. As a Partner Practice of St. James's Place, Bryan is qualified to diploma level and has spent over 28 years in financial service. He specialises in advice in all forms of Investment Planning, Inheritance Tax Planning and Retirement Planning. In conjunction with other Partners, he can advise on the whole range of the St. James's Place Wealth Management Group's services.

Holding the relevant qualifications, certificates, diplomas and licences, Bryan can advise on the simplest schemes to the most complex.

You will always receive a friendly, courteous and responsive service.

  • He will act with integrity, honesty and openness in everything he does for and with you.
  • He will absolutely respect the confidentiality of your working relationship
  • He will expect to develop a long-term partnership with you, to help you to achieve your stated goals in the timeframes you require.
  • He will meet the deadlines set.
  • Bryan's experience has taught him that, in the vast majority of cases, a face-to-face meeting is the ideal forum for beginning the advice process. Such a meeting can be arranged anywhere – in our Solihull Office, your home, or another convenient location.

Bryan firmly believes that the distinctive investment process adopted by St. James's Place has added a very important dimension to the service that he is able to deliver to his clients. It allows the freedom for St. James's Place to select first-class managers from the global investment market to manage funds on behalf of clients. These fund managers are constantly monitored by the St. James's Place Investment Committee. This is of particular importance given the pace of economic change we are now experiencing.

Many clients have been with him for more than twenty eight years, with some lifelong friendships made along the way.

Bryan has an active lifestyle away from work and enjoys the gym, fun runs, boxing and tennis. He was born in 1965 and has been happily married for twenty five years and has four growing sons.

He enjoys spending time with his family at the weekend and catching his breath!!

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 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. Partners: Bryan Fisher