Brody Faulkner ACSI

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Brody Faulkner ACSI

Brody Faulkner ACSI

Financial Adviser

Specialising in Life-Centered Financial Planning, Brody firmly believes that the foundation of any successful plan is establishing meaningful, time-bound goals. With a dedicated focus on growing his clients’ wealth in a tax-efficient manner, Brody strives to provide complete peace of mind, helping to assure clients that their financial affairs are well-organised and geared towards achieving their objectives.

Working with individuals from diverse backgrounds, Brody adopts a highly personalised approach tailored to each client’s unique needs. His expertise encompasses:

Pension and retirement planning

Tax-efficient structuring

Investment planning (Onshore and Offshore)

Wealth preservation

Brody’s approach is anchored in the cultivation of long-term relationships based on trust and effective communication, with the aim to help clients navigate their financial journey with confidence.

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.

The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.

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