Financial Wellbeing and Advice for BAE Systems Employees

As a BAE Systems employee, you have access to a dedicated team of advisers who operate across the organisation’s locations.

The advisers in the team have a deep technical and practical understanding of BAE Systems employee remuneration, benefits and share plan arrangements, having delivered a several educational briefings and provided extensive counselling and financial advice sessions to BAE Systems executives in recent years.

They will take time to ensure you are making the most of your BAE Systems financial arrangements as well as taking account of any wider planning matters for you and your family, including:

  • Budgeting and Savings
  • Referral to Specialist Banking and Mortgages
  • Tax and Bonus Planning
  • Pension and Retirement Planning
  • Tax Efficient Investment Planning
  • Family Protection and Insurances
  • Estate and Intergenerational Wealth Planning.

BAE Systems employees can request a consultation without charge or obligation.

This also extends to family members. Please quote EBA-BAE1.

You can contact an adviser by email. The lead team of advisers are Peter Ewart and Chris Bridgeman.

St. James's Place is a FTSE 100 company with £168.20 billion of client funds under management.

Useful Links

BAE Systems Pensions Website

Please note that the services provided are not provided in conjunction with BAE Systems and are provided through St. James's Place which is authorised and regulated by the Financial Conduct Authority.

Your home may be repossessed if you do not keep up repayments on your mortgage.

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The Partner together with St. James's Place plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner's Privacy Policy or the St. James's Place Privacy Policy.

Testimonials

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Having been my St. James's Place Partner for almost twenty years, Peter has advised me on financial matters from school fees to retirement. The foundation of his advice has always been his clear understanding of my objectives and attitude to risk: the consequence has been a portfolio that has ach...

Tim Owen| Retired Teacher, Abingdon

Past performance is not indicative of future performance.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested.

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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.

Ewart & Bridgeman Advisers is a trading name of Peter Ewart (Wealth Management) Limited . Peter Ewart (Wealth Management) Limited is registered in England and Wales, Number 08098845. Registered Office: Bell House Bridge Street, Kelsale, Saxmundhum, Suffolk, IP17 2PB.