Brendan has worked in financial services for over 18 years and his areas of expertise include Investment Management, Pension and Retirement planning, Protection, Trusts, Estate and Succession planning, Education planning and Wealth structuring solutions.
Working across a number of jurisdictions throughout his career Brendan specialises in building long term relationships with clients and has wide-ranging experience advising Individuals, Family Office and Trustees with their asset management.
Having joined St. James's Place in 2014, Brendan spent 8 years building a business in Singapore. Now back in the Isle of Man he continues to provide bespoke, goals-based advice for affluent, high net worth individuals, family offices, trustees, charities and businesses.
Brendan’s wide range of expertise and knowledge has been developed over many years to help people, using an imaginative and innovative approach to financial planning solutions designed to fulfil their aims and aspirations, as well as that all important ‘peace of mind’ for their future.
Trusts are not regulated by the Financial Conduct Authority.
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.