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Wealth & Investments
Mastering the Path to
Generational Wealth
Exclusive access to trusted wealth management and property investment partners — selected specifically for the British Indian community in Yorkshire.
EXCLUSIVE MEMBER ACCESS — CONNECT WITH OUR TRUSTED WEALTH PARTNERS TODAY
OUR APPROACH
Building Wealth for Our Community
British Indians have emerged as the UK's wealthiest ethnic group — with a median household wealth surpassing all other demographics. We've partnered with three of the UK's most respected financial and property investment specialists to help our members protect, grow and pass on their wealth.
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Whether you're planning your retirement, building a property portfolio or seeking personalised investment advice, our trusted partners are here to help.
OUR PARTNERS
Trusted Wealth & Investment Partners
Hand-picked partners offering exclusive access and tailored services for BritishIndians.com members.
PARTNER 01
St. James's Place Wealth Management
St. James's Place is one of the UK's leading wealth management organisations, managing client funds of over £190 billion. Founded in 1991, SJP provides highly personalised, face-to-face financial planning and investment advice to individuals, families, trustees and businesses. As an FTSE 100 company, SJP offers a comprehensive range of products including investment portfolios, pension planning, tax-efficient investing, retirement income strategies and family wealth protection — all delivered through a dedicated network of expert financial advisers who guarantee the suitability of their advice.
PARTNER 02
RBC Brewin Dolphin
RBC Brewin Dolphin is one of the UK and Ireland's leading wealth managers, with roots tracing back to 1762 and over £57.6 billion in assets under management. Now part of the Royal Bank of Canada — one of the world's largest financial institutions — RBC Brewin Dolphin helps individuals and families plan and shape their financial futures by protecting, growing and managing their money. Their services include discretionary investment management, personalised financial planning, retirement planning, tax-efficient investing and estate planning — delivered by a team of experienced professionals across more than 30 offices in the UK, Jersey and Ireland.
PARTNER 03
Sourced Invest
Sourced Invest is a fully integrated UK property investment platform combining off-market property sourcing, peer-to-peer funding and expert support at every stage of the investment journey. Specialising in high-yield, high-capital-growth Buy-to-Let developments in major UK cities including Leeds, Manchester, Liverpool and Sheffield, Sourced conducts rigorous in-house due diligence on every development before bringing it to investors. Whether you're looking to generate passive income, grow your property portfolio or access competitive investor mortgages, Sourced offers exclusive opportunities with no sales fees or hidden charges — backed by one of the UK's largest property franchise networks.
