Persell Ewart & Co. Financial Management

Senior Partner Practice of St. James's Place Wealth Management

Peter Ewart, Managing Director

Peter has been advising private clients for over 30 years and runs a Senior Partner Practice, part of St. James’s Place Wealth Management. He is a Chartered Financial Planner and member of the Personal Finance Society and Chartered Insurance Institute. He is also an independently accredited member of the Society of Later Life Advisers.

Peter specialises in the structuring and managing of investable assets for high net worth individuals, attorneys and trustees and is experienced in a broad range of advice that includes tax mitigation, retirement provision, estate and inheritance tax planning and how best to pay for the cost of ‘long term care’.

Intergenerational planning is an increasingly important aspect of our advice. Not only is the country beginning a period of accelerated ageing, but it is also now broadly accepted that there is a growing generational wealth gap. At Persell Ewart & Co. we believe that many of our clients require advice on this topic, to decide on how best to utilise their wealth for the benefit of family members; both younger and older.

Away from work Peter relishes time at his family home in Suffolk where he enjoys various outdoor pursuits, keeping fit and watching rugby (playing days are over!). He is married with two sons. Peter is keen to support his local community, with previous positions as chairman of the Business Association and Town Councillor.

Tel: 020 7744 0253
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Christopher Bridgeman, Adviser

Christopher joined Persell Ewart & Co. in May 2017 after 8 years in the finance industry and having studied Economics & Accountancy at the University of Bristol.

After initially starting as the Practice Manager for the Persell Ewart & Co. Christopher progressed into an advisory role in April 2018 and provides our clients with a bespoke personalised service, supported with his with technical pension knowledge and skills in cash flow modeling.

Christopher helps his clients with investment planning, retirement planning, protection and banking, both personally and for their businesses.
He is now studying towards the Advanced Diploma in Financial Planning, with the aim of achieving Chartered Financial Planner Status.

Tel: 020 7647 6403
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Practice Administration Team

This team is primarily responsible for supporting our adviser team with administration and marketing services that includes client reporting, efficient business processing, and effective communication. The fundamental goal is to help ensure our clients receive the best possible private client service.

Tel: 020 7744 0253
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Jeremy Eaton, Practice Manager

Jeremy is Practice Manager at Persell Ewart & Co. and is responsible for the smooth running of the office including all forms of client contact. Responsibilities includes the regular liaison with clients to ensure the highest levels of satisfaction and leading development opportunities within the Practice.

With many years’ management and operational experience across different sectors, Jeremy brings an abundance of resourceful and creative skills to the Practice.

Away from work Jeremy’s interests include the arts, design and little-known museums.

Ryan McCarthy, Practice Administrator

Ryan joined Persell Ewart & Co. in August 2018 having graduated from the University of Leeds with a degree in Economics. His responsibilities include preparation and maintenance of client files, producing bespoke client reports, supporting the Practice’s administration needs and ensuring all client cases benefit from a high-quality service.

Ryan is studying towards the Diploma in Regulated Financial Planning with the Chartered Insurance Institute and looks forward to working more closely with clients in the future.

Outside of work, Ryan is a keen sportsman and previously represented his school and county at national swimming competitions. Besides sport he also enjoys cooking, music and spending time with family.