Brian Abrey

VouchedFor 'Top Rated Adviser, for six consecutive years: 2021 to 2026’ A Chartered Financial Planner, providing a broad breadth of wealth management advice to private clients, trustees and businesses. Our offices in both Harpenden and the City of London, and access to others in Holborn, Knightsbridge, St. Albans and around the Home Counties and the South West. We provide advice to Professionals, Business Owners and HNW clients across the South and East of England. Away from work, Brian spends most of his time with his wife, Muriel and his lovely daughters! He loves rugby union, fails at - but enjoys a round of golf, as well as being a little more successful at many outdoor activities, which include hiking, cycling, scuba-diving, shooting, fly fishing, as well as spending time using his green fingers to grow vegetables, flowers and fruit in his orchard. He is also a Beekeeper, promoting pollinators and biodiversity within local schools and youth groups. Charity is important to Brian and he regularly participates in local fundraising events, such as 10 KM runs, as well as supporting school children develop financial awareness, as well as being the Honorary Treasurer of his daughter's Pre-school. Brian is a Leader for the 1st Harpenden Scout Group and supports the efforts of the St. James's Place Foundation which has so far raised over £100 million, since it was formed in 1992. The Foundation supports hundreds of charities under the following themes: - Cherishing the Children - Combating Cancer - Supporting Hospices Prior to training as a Chartered Certified Accountant (not currently Practicing) at the largest professional services firm globally, PricewaterhouseCoopers, Brian graduated from Writtle Agricultural College and then from Wye College, University of London, having read Commercial Horticultural and Horticulture Business Management, respectively. Brian’s prior experiences as an Accountant, a Senior Risk Manager and Regulatory Lead enhances his knowledge base when advising small, medium and large organisations, as well as with high net-worth professionals, supporting their financial circumstances and needs. Brian, as a Fellow of the ACCA, is an active member and previous Chair of Financial Services Member Network, sitting on the Panel and presents across the country on personal finance matters, particularly relating to retirement strategies and planning for the next generation, through seminars and webinars to up to 400 attendees. Brian presents to Chartered Accountants, Solicitors, Consultants across the Medical Profession, Executives and other City Professionals about pensions and wider financial planning. If you would like to arrange a more personalised seminar for a group of friends, colleagues or associates, please get in touch. Being a representative of St. James's Place Wealth Management, enhances the service both I and the Practice can provide our clients, which includes the provision of advice covering the areas of Protection, Investment Planning, Retirement Planning, Estate Planning and Mortgages. We also offer access to personal, corporate and specialist insurance services for high net-worth individuals, SME businesses, trustees and other ‘not for profit’ organisations. Abrey Private Clients, Your Wealth Matters ™ - Contributing to a Better World We contribute monthly to build a Climate Positive Workforce through Ecologi.com, by reducing the carbon footprint of the Practice, as well as that of our staff and family’s household. We do this through the planting of trees, as well as contributing to proactive climate action projects Brian Abrey FCCA APFS Chartered MCSI EFP FCMI SIRM Certs CII(MP & ER) Fellow Chartered Certified Accountant, Chartered Financial Planner and Chartered MCSI Managing Partner, Abrey Private Clients LLP Providing bespoke, holistic financial planning: Protection | Investments | Retirement Planning | Pensions | Inheritance, Trust & Estate Planning | Later Life Planning | Mortgages & Borrowings Trusts are not regulated by Financial Conduct Authority. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. 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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Equity release is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration. This Partner/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) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx