Brian Abrey
FCCA APFS Chartered MCSI EFP FCMI SIRM Certs CII(MP & ER)
Aside from running a successful Private Client Wealth Practice, Brian hosts a YouTube channel where he captures his approach to beekeeping and uses much of his time to promote and support charities which encourage a better world, most predominantly in Africa, as he was born in Zimbabwe and raised in South Africa! He loves the outdoors using his horticulture skills, hiking and fly fishing. Above all, Brian is a family man. He enjoys time out with his wife, Muriel, and their two girls, Hayley & Jessica, and last but not least - their Golden Retriever - Kayla!
Brian has been Awarded ‘Top Rated Adviser’ by clients, through VouchedFor, every year since 2021.
About
Brian is a Chartered Financial Planner, Chartered Member of Chartered Institute for Securities & Investment and a non-practicing Chartered Accountant. He provides advice for virtually all points of personal and business financial matters for clients. Prior to working, Brian graduated from both Writtle Agricultural College and then from Wye College, University of London, having read Commercial Horticulture and then Horticultural Business Management.
Brian’s previous experience as an Accountant, European Capital Manager, a Senior Risk Manager and Regulatory Lead enhances the advice he is able to provide for high net-worth individuals, as well as organisations, supporting their financial circumstances and needs.
Top Rated Advisor –By developing an open professional culture, focusing on development and process improvement, as well as recognising and giving consideration to an ever-evolving world we live in, feedback received has meant the Brian was one of those awarded ‘Top Rated Adviser’ by VouchedFor for four consecutive years 2021-2024.
Chartered Qualified – Brian holds multiple licences to provide the broadest range of advice to Private Individuals, Businesses, Trustees and those that hold Enduring / Lasting Power of Attorney whether discussing everything from protection (family or business), investing, planning for retirement, final salary pension, education funding, mortgages, releasing equity* from homes, and/or later life planning.
Your home 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.
*This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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) 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
