Senior Partner Practice of St. James's Place Wealth Management
I have worked in the financial services industry for over 20 years in various roles from receptionist, personal assistant, pensions and investments administrator, practice manager and paraplanner.
I joined Mark Andrews' Practice in January 2014 assisting him in providing his high net worth clients with a bespoke premium level service. My role has evolved over the years and I now have the added responsibility of Paraplanner for 4Life Wealth Management Ltd providing support to the Advisers.
I have an eye for detail, enjoy researching technical solutions to meet client needs and objectives as well as preparing client suitability reports and presentations, and I have a passion for excellent customer service.
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.
4Life Wealth Management Limited is registered in England and Wales, Number 07569385. Registered Office: 7 Victoria Avenue, Harrogate, North Yorkshire, HG1 1EQ.