Senior Partner Practice of St. James's Place Wealth Management
Ian Crombleholme BA (Hons) APFS - Director and Senior Adviser
I joined Bright Wealth Management in 2010 after an extensive career in finance. In 2017, I became a shareholding Director of Bright Wealth Management, and in 2019 I achieved Chartered Financial Planner status. I have a varied client portfolio predominately made up of professionals, business owners and retirees.
I am fervent about ensuring my clients feel valued, this helps build a strong long-term relationship and enables me to give the best possible advice.
I am experienced in all areas of finance, including investment and pension planning, protection and inheritance tax planning. I also advise business owners in areas such as corporate pension planning, tax efficient profit extraction, aspects of exit strategy planning and assist my business owner clients by providing employee financial education.
Away from the office is all about family time.
I am based in the Warrington Office and can be contacted on 01925 839180 or 07796 442669
Contact Ian Crombleholme BA (Hons) APFS - Director and Senior Adviser
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.
Bright Wealth Management is a trading name of Bright FS Limited. Bright FS Limited is registered in England and Wales, Number 10506607. Registered Office: Yarmouth House, Trident Business Park, Daten Avenue, Warrington, WA3 6BX, England. VAT No. 319159687.