About us

Port Brae Wealth Management Ltd offers quality financial advice on a wide range of financial planning matters. Whether you are looking to build, grow, protect or preserve your wealth, we offer a single relationship and bespoke solutions tailored for your individual or business needs.

Our services include:

  • Investment Planning 
  • Retirement Planning 
  • Inheritance 
  • Tax Planning 
  • Protection Mortgages

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Testimonials

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Seriously, trust is what it is all about, we have ten years or so experience and would like others to benefit as we have done, we can honestly recommend Port Brae Wealth Management Ltd.
Private Client |Berwick-Upon-Tweed

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.

Port Brae Wealth Management Ltd is registered in England and Wales, Number 07845790. Registered Office: Berwick Workspace Boarding School Yard, 90 Marygate, Berwick-Upon-Tweed, Northumberland, TD15 1BN.