Broad Chare Partners

Senior Partner Practice of St. James's Place Wealth Management

Home page portrait of Stephen Adair

Stephen Adair
Senior Partner

Bespoke Financial Planning for Business Owners & Senior Management

Planning for a secure future for you and your family is one of the most important steps you will ever take. Working with Business Owners and Senior Management for the last 30 years has given me a unique insight into the problems and issues you face whilst building capital, maximising your income and minimising your tax liabilities.

Intensely busy and demanding schedules leave little time for reflection and planning. Previously accrued pension benefits can be left behind, unmanaged and not contributing effectively to your own strategic financial plan. Savings may sit idly on deposit earning pitiful returns with you and your family possibly exposed to financial risk in the event of disaster or tragedy, often unnecessarily.

Whether Retirement Planning, Investments and Savings, Family and Business/Shareholder Protection or Estate Planning; all can be combined and addressed in a properly prepared written plan for your financial future.

In my experience, many of my Clients, whether Business Owners, Entrepreneurs or Senior Management have benefitted from advice in the following areas:

  • Tax efficient planning
  • Protecting themselves and their family
  • Accumulating capital efficiently to maintain lifestyle through retirement, and
  • Estate planning

This website will provide you with an overview of the bespoke services I provide to Business Owners and Senior Management. If you would like to discuss your individual requirements further please don’t hesitate to contact me.

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 and are dependent on individual circumstances.

An investment in equities does not provide the security of capital associated with a deposit account with a bank of building society.

  • Tel: 0191 261 6400

  • Mob: 07946 275471