Senior Partner Practice of St. James's Place Wealth Management
With several years’ experience working as a Compliance Manager for a finance broker, I joined 4Life Wealth Management in June 2017 to develop a career in financial services. Since then, I have achieved my Level 4 Diploma in Financial Planning and am now working towards becoming Chartered.
As part of the 4Life team my aim is to provide an excellent client service experience and to support our Wealth Management Consultants in delivering the same. Primarily I assist our Partners in creating bespoke client solutions as well as working alongside the other paraplanners to deliver a wide range of comprehensive client facing reports.
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.