Brett Gardner is a Wealth Manager at Frizzell Wealth Management. He joined St. James's Place immediately after finishing education, providing him with a rigorous foundation in wealth management from the very start of his professional life. This experience has given him a deep, technical understanding of the industry and a long-term perspective on how wealth strategies evolve over time.

Brett is known for his technical proficiency and believes that the most effective financial advice is rooted in consistency and trust. By combining his industry experience with the bespoke, boutique approach of Frizzell Wealth Management, Brett provides his clients with a stable partnership that helps them navigate even the most complex financial landscapes.

Working with clients across South Oxfordshire and Berkshire, Brett provides expert guidance in several areas, including:

• Business Owners: Supporting entrepreneurs from the early stages of growth through to exit with aspects of exit strategy planning. He focuses on tax-efficient wealth extraction and ensuring that business success is converted into personal and family security.

• Inheritance & Legacy Planning: Developing robust plans to mitigate Inheritance Tax and protect family wealth, ensuring that assets are passed on to the next generation according to his clients’ wishes.

• Investment and Retirement Planning: Developing long-term, bespoke plans that align with personal lifestyle goals and family security.

• Divorce & Separation Planning: Providing financial reassurance and advice during life transitions to ensure a sustainable financial plan that aligns with changing circumstances and goals.

Brett’s goal is to provide the continuity and expert foresight that allows his clients to feel secure in the knowledge that their financial future is being managed by a professional who has dedicated his entire career to their success.