Alan Broadhead

I cover all areas of financial planning and advice, working closely with individuals, families and businesses to understand what is important to them and putting a plan in place to achieve this. As a regulated financial adviser I have undertaken rigorous professional qualifications, I also have to maintain my competence through continuous professional development and adhere to ethical good practice so clients can be assured of my commitment to providing them with the very best possible advice. Outside of work I have a passion for the outdoors and I spend a lot of my spare time in the Lake District, where you will usually find me either climbing up a mountain or enjoying some food and drink in one of the local pubs. I am also a fan of F1 and a keen skier. 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 10/03/2025