I have built a successful career within the financial services sector for over 28 years with two of the UK's largest high-street banks, during which time I rose to become a highly respected Consultant.
As a result of my success I was invited to become a Partner of the prestigious St. James's Place Wealth Management. After careful consideration, I decided this was an ideal opportunity to offer my clients a more personal and specialised wealth management service, together with a choice of highly respected investment management groups.
I have built up a wealth of expertise and experience over many years and pride myself on providing the very finest personal service to my clients who regularly recommend me to their friends and relatives.
Personal circumstances of course change over time and so do economic conditions including tax and legislation. Therefore, I believe that it is essential to put in place individually tailored financial plans for clients to help them achieve their goals and objectives. Also just as important I place great emphasis on reviewing these plans regularly to ensure that they remain up to date.
I also work closely with other professionals such as solicitors, accountants and other specialists to ensure that my clients receive the best advice available. It is not unusual for me to work alongside clients’ own professional advisers, making the process simpler and saving valuable time.
I was referred to Sue from Age UK Nottingham as my elderly mother had gone into care. Sue was very knowledgeable and her reassuring manner made the whole process easy to understand. We can now relax and spend quality time with mum instead of worrying about running out of money. I cannot thank Sue...
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The Partner 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.