Brian Perks

What is your average day like:‍

Most mornings start with the school run, making sure my daughter’s ready for her day before I step into mine. If the weather plays along, I take a walk through Richmond Park — a few quiet minutes to think big‑picture before diving into the details. Once at my desk, I review the latest financial updates and check in on any changes that could affect my clients’ plans. The rest of the morning is for calls and conversations — listening, advising, and making sure every plan stays on track. Afternoons often take me out to meet clients in person, assessing their needs and fine‑tuning strategies. I wrap up the day with the essential admin that keeps everything running smoothly, knowing each step brings my clients closer to the life they’ve imagined.

What do you like most about your job?

I love helping clients create a sustainable, achievable plan for their life goals.

How long have you worked in Financial Services

31 years

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What Brian's Clients Have to Say

Brian really helped me to understand how best to utilise the available tax-benefits to enhance my retirement funding.

A professional who truly cares — I feel confident my financial future is in safe hands.

Brian listens carefully and builds plans that fit my goals, not a one-size-fits-all approach.

His advice is clear, practical, and always focused on what works best for my family’s future.

Brian made complex pensions simple and helped me boost my retirement savings with smart tax strategies.

These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.

Brian Perks is the Principal of BSP Wealth Management, an Associate Partner Practice of St. James’s Place. With over 30 years of experience in financial services, he combines deep technical knowledge with a passion for helping clients build sustainable, achievable plans for their life goals. Brian’s approach is personal and practical—balancing big-picture strategy with attention to detail. Beyond finance, he is also a qualified yacht skipper who has sailed extensively across the world, bringing the same sense of navigation and direction to his clients’ financial journeys.