Persell Ewart & Co. Financial Management (PEFM) is a successful and long-established Senior Partner Practice of St. James’s Place Wealth Management. We serve the financial needs of individuals, attorneys, trustees, business owners and families throughout the UK.
Peter Ewart was invited to join St. James’s Place Wealth Management (formerly J. Rothschild Assurance) in 1994.
In 1999 Peter forged a close working relationship with Bradley Persell (a distinct and separate Senior Partner Practice with its own trading style; Executive Wealth). Although Peter is Managing Director of Peter Ewart (Wealth Management) Limited, its trading style of Persell Ewart & Co. Financial Management has remained since 1999 to reflect their continued close working relationship.
Executive Financial Well-being
‘PEFM’ is also renowned for advising time-starved senior executives of large multi-national organisations, presenting a clear explanation of often complex benefit arrangements, including the impact of Annual and Lifetime Allowance charges, LTIP and other Share Incentive Plan arrangements.
Our team work closely with clients to gain a deep understanding of their needs and objectives whilst undertaking in-depth analysis of existing arrangements. It is important to consider and review available reliefs, allowances and attitude to investment risk. Where necessary we will happily liaise with other professional advisers to ensure the best possible outcome.
Support and on-going service is critical to long term financial planning and as a minimum our clients are invited to attend an Annual Review so we can take account of any changes in circumstances. We also update our clients on legislative changes and the performance of their portfolio. For more detail on how we look after our clients please click here to refer to our Client Service Charter.
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.