Brownlow Wealth Management Limited

James Rudd

James Rudd is a Director of Brownlow Wealth Management Limited. This small family run company has been in business for thirty years and specialises in services for the retired, including care for the elderly, care fees planning, investment planning advice and inheritance tax advice.

James is fully qualified to advise in the more complex area of care fees planning and has been a financial adviser since 1994. He is based in Hertfordshire and provides friendly face to face advice, specialising in care fees planning, inheritance tax planning and investment planning.

He is particularly good at providing clear choices for his clients, which provide care fees solutions that are reassuringly straightforward, with an emphasis on estate preservation. All dealings with clients are dealt with in a compassionate and caring manner in total confidence.

He can help with links to specialist solicitor firms and can also help you find a suitable care home.

James lives in St Albans and has three young children, enjoys travel, cycling, cricket and squash and has a keen interest in playing as well as listening to music.

Brownlow Wealth Management Limited 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.

SJP Approved 22nd February 2024

  • Company: Brownlow Wealth Management Limited
  • Member Since: April 2007
  • Piggeries 1, Widbury Barns, Widbury, Hill, Ware, Hertfordshire SG12 7QE
  • Region: South East England
  • HP, MK, NN, LU
  • Solla MemberMaster PractitionerAsk me about my additional qualifications
  • 1
Contact James Rudd