Ian Brightwell

I’m an experienced financial planner, specialising in advising individuals, business owners and their families. I pride myself on providing my clients with a clear and highly personalised financial plan, which is then continually monitored and adjusted to ensure it remains on track to deliver the desired outcomes, whatever they may be. As an Associate Partner Practice of St. James’s Place Wealth Management based in the heart of Suffolk , my emphasis is building and maintaining a long-term relationship with my clients and their families to provide them with a source of trusted advice as their financial needs evolve over the years. My advice covers all areas of wealth management including: • savings and investment planning • retirement planning (both before and after retirement) • protecting you and your family in the event of death or ill health • ensuring your wealth is passed on to your loved ones tax efficiently on death To help my clients visualise how their finances will change throughout their lives, I use cash flow modelling software. This interactive and collaborative tool shows where we are on track to meet a given goal, or identify where there is a shortfall and quantify what we need to do to put that right. It really helps to put the focus firmly on genuine financial planning and away from simply selling products. 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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. 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. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx