Broad Chare Partners

Broad Chare Partners offers the highest standards of personal and tailored wealth management and expert financial planning to help individuals, families and business owners, to achieve their financial goals. Our financial expertise and high level of professional qualifications enables our advisers to create effective and bespoke solutions and offer the highest standards of advice. We draw on experiences of running our own business, to understand the needs and challenges of business owners and recognise the important interactions between the individual, business and family. Some of the personal services in which we specialise include: Investment Planning Inheritance Tax Planning Retirement Planning Trust & Estate Planning Protection against risk Some of the corporate services in which we specialise include: Key Person Insurance Shareholder Protection Pension Planning Employee Benefits As a Senior Partner Practice of St. James’s Place Wealth Management, Broad Chare Partners provides clients with access to a distinctive investment management approach. Broad Chare Partners is a trading name of Broad Chare Partnership LLP. The value of your investment can go down as well as up. You could get back less than you invested. Trusts are not regulated by the Financial Conduct Authority. 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). The title 'Partner Practice' is a marketing term used to describe St. James's Place representatives. Broad Chare Partnership LLP is a Limited Liability Partnership registered in England and Wales, Number OC387212. Registered Office: 32 Portland Terrace, Newcastle Upon Tyne, Tyne And Wear, NE2 1QP, United Kingdom. SJP Approved 21/11/2025