Persell Ewart & Co. Financial Management is a successful and long established Senior Partner Practice of St. James’s Place Wealth Management. We serve the needs of individuals, families, trustees and business owners who wish to seek advice on how best to accumulate and preserve their wealth.
Peter Ewart was invited to join St. James’s Place Wealth Management (formerly J. Rothschild Assurance) in 1994. In 1999 Peter Ewart and Bradley Persell forged a strong working relationship, which still stands firm to this day and is reflected in our trading style Persell Ewart & Co. Financial Management, established in 2012.
We work closely with clients to gain a deep understanding of their needs and objectives. We provide in depth analysis of existing arrangements whilst reviewing available reliefs, allowances and individual attitudes to risk before presenting our recommendations. Where necessary we will happily liaise with our clients’ legal and tax advisers for the best possible outcome.
Persell Ewart & Co. Financial Management is also renowned for advising senior executives of large organisations, providing a review of existing benefits, advice on investment diversification, tax planning and options at retirement.
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.