Business Details
11 Years
experience
Trusted Financial Advisers in Berwick-Upon-Tweed
Port Brae Wealth Management has built a reputation for delivering high-quality financial advice across the Scottish Borders, Edinburgh, and North Northumberland. Our dedicated team of Financial Advisers and Paraplanners specialises in crafting bespoke solutions tailored to individual and business needs, focusing on wealth creation, growth, protection, and preservation. With over a decade of experience, we prioritise long-term client relationships, underpinned by professionalism, transparency, and a deep understanding of financial planning complexities.As an Appointed Representative of St. James's Place Wealth Management, we combine local expertise with access to a trusted national network. Our approach ensures clients receive expert guidance on investment planning, retirement strategies, inheritance tax mitigation, and protection services, all delivered with a commitment to ethical standards and client-centric outcomes.
Services
Investment Planning
Retirement Planning
Inheritance Tax Planning
Protection Planning
Mortgage Advice
Details
- Year established: 2015
Highlights and features
- We offer over 10 years of experience in tailored financial planning.
- Our team provides bespoke solutions aligned with individual client goals.
- We maintain long-term relationships built on trust and transparency.
- We are part of the reputable St. James's Place Wealth Management network.
- Our advisers specialise in complex wealth management strategies.
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Professionalism and courtesy
Sound advice and guidance
Honestly recommend
Trusted financial partners
Long-term relationship focus
Services
Investment Planning
We design custom investment strategies aligned with your financial goals, risk tolerance, and time horizons. Our approach combines market expertise with ongoing portfolio reviews to optimise returns while managing volatility. Clients benefit from transparent reporting and access to a diverse range of funds.
Retirement Planning
Our retirement planning service ensures you achieve financial security in later life. We assess your current assets, income needs, and lifestyle aspirations to create a tailored plan. This includes pension consolidation, tax-efficient withdrawals, and longevity risk management.
Inheritance Tax Planning
We help mitigate inheritance tax liabilities through strategic gifting, trust structures, and asset reorganisation. Our goal is to preserve family wealth while complying with evolving tax regulations, ensuring a smooth transfer of assets to future generations.
Protection Planning
We identify potential financial risks to your family or business and recommend appropriate insurance solutions. This includes life cover, critical illness, and income protection policies tailored to your personal circumstances and long-term objectives.
Mortgage Advice
Our mortgage specialists provide guidance on residential and buy-to-let financing options. We assess your affordability, credit profile, and property goals to secure competitive rates, while explaining associated risks like repossession.
Questions
What areas do you serve?
We operate across the Scottish Borders, Edinburgh, and North Northumberland, providing localised financial expertise.
Are you part of St. James's Place?
Yes, we are an Appointed Representative of St. James's Place Wealth Management, authorised by the FCA.
How do you tailor financial plans?
We conduct detailed consultations to understand your unique goals, then create custom strategies reviewed regularly for effectiveness.
What investment options are available?
We offer access to a wide range of funds and portfolios, selected based on your risk profile and financial objectives.
How are fees structured?
Our charges are transparent and discussed upfront, typically based on a percentage of assets under management or fixed fees for specific services.
Can you help with mortgage applications?
Yes, we provide mortgage advice including residential, buy-to-let, and specialist lending solutions tailored to your needs.
