Mark Brazier
Financial Advisor
Profile Summary
As a dedicated Financial Planner, my goal is to help you achieve your financial aspirations with confidence and peace of mind. I provide clear, holistic advice across retirement planning, investment management, inheritance tax planning, cash management, protection planning, and tax strategies. I work closely with clients, ensuring their financial plans stay on track and adapt to life changes. My approach simplifies complex financial matters, allowing you to focus on what truly matters. Outside of work, I enjoy cricket and golf. As part of St. James’s Place Wealth Management, I offer expert, face-to-face advice backed by a distinctive approach to investment management. Important Notes Investments can go down as well as up. You may get back less than you invested. Tax reliefs can change based on individual circumstances. St. James’s Place is authorised and regulated by the Financial Conduct Authority.
Investment & Financial Services Offered
Investments and Savings
Get help to potentially generate a better return on your savings, with a full range of investment options which could include equities, funds and bonds.
Pensions
Get help on making a plan for a comfortable retirement; whether it's starting a pension or understanding how much you should be contributing to one.
Retirement income (annuities, drawdown)
Get help understanding and evaluating annuities vs. drawdown, or discussing the other available retirement income options for you.
Inheritance Planning
Get help with planning your inheritance and understanding the tax implications of an inheritance you leave, or accessing an inheritance you have received.
Insurance and Protection
Get help to understand the best level of life cover, critical illness cover and income protection for you.
Auto Enrolment
Get help with setting up auto enrolment as an employer, or understand any auto enrolment scheme you are signed up to as an employee.
Who Mark Brazier Works With
I work with individuals, professionals, and families who want a clear, long-term financial plan. My clients value expert guidance to grow, protect, and manage their wealth, whether planning for retirement, funding education, or preserving family inheritance.
Investment Philosophy & Approach
I take a disciplined, long-term approach to investing, focusing on diversified, tax-efficient strategies tailored to each client’s goals and risk tolerance. My aim is to help clients achieve sustainable growth while protecting capital and adapting to life changes.
Fees & Charging Structure
When you invest with St. James's Place you pay for the advice and the products recommended. You will receive a personalised illustration which sets out how these charges apply to your specific investment from your St. James's Place Partner prior to you making an investment and incurring any of these charges
Areas Served
Willing to travel to meet clients up to 80 miles from WC2B 6UJ.
Frequently Asked Questions
What is financial planning?
Financial planning is a comprehensive approach to managing your money and achieving your life goals. It covers retirement, investments, tax planning, insurance, and more, all tailored to your unique needs.
How do I know if I need a financial planner?
If you have complex financial goals, assets to manage, or need help planning for the future, a financial planner can provide clarity, expert advice, and ensure you're on track to meet your objectives.
What areas do you specialize in?
I specialize in retirement planning, investment strategies, inheritance tax planning, wealth management, and protection planning to ensure your long-term financial security.
How are your fees structured?
I offer transparent, fixed fees for financial planning and investment advice. Fees are based on the complexity of your financial situation, and you’ll always know the costs upfront.
What is the investment philosophy you follow?
My approach focuses on long-term growth through diversified, tax-efficient investments. I tailor strategies to match your financial goals and risk profile, aiming to maximize returns while managing risks.
Do I need to be wealthy to benefit from financial planning?
No, financial planning can benefit anyone, regardless of wealth. Whether you’re just starting your career, preparing for retirement, or managing a complex estate, financial planning helps you make informed decisions and stay on track.
What happens if my financial situation changes?
I offer ongoing support and will review and adjust your plan as your circumstances change to keep you on track toward your goals.
How can I get started?
Simply get in touch for an initial consultation, where we’ll discuss your goals and how I can help you create a customized financial plan.