Natasha Percy-Baxter

When your finances are well managed, it affords you the freedom to spend your time doing the things you love. By putting together a bespoke plan based on your unique priorities, timeline and goals, we can ensure your money is working hard to provide you with the rewards and lifestyle you deserve. I know how important it is to have someone you trust, someone you feel comfortable discussing your finances with and that you can work with long-term. This is why I launched my own wealth management practice, so that I can help asset-rich time-poor professionals, businesses and families to maximise the power of their money. Because I prioritise no jargon & no judgement my clients tell me this provides them with the peace of mind of knowing they have a clear actionable financial plan that works for them. One of the key things that differentiates me from other wealth managers is that I have an extensive experience working with a range of wealth individuals, from those at the start of their journey or who have recently received an inheritance, to those wanting to solidify their wealth management strategies. A holistic approach makes sure all areas of your finances are working well together and ensures there aren’t any blindspots or gaps. I provide expert advise across investing, tax, inheritance, trusts and estate planning, protection, retirement strategies, philanthropy, cash flow modelling and portfolio management. Trusts are not regulated by the Financial Conduct Authority. 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. Auto-Enrolment products are not regulated by the Financial Conduct Authority. 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 14/05/2025