I joined the financial services industry in 1988, working for two major life companies and later as an Independent Financial Adviser. I was delighted to receive an invitation to establish my own business and join St. James's Place Wealth Management, one of the most exclusive and prestigious wealth management companies in the UK. I have long standing clients all over the UK, with a base in London, Lincolnshire and the East Midlands.
With an ever-changing environment, I feel that it is essential to focus on bespoke financial plans for my clients so I can help them achieve their goals and more importantly, review these goals and plans regularly to ensure they remain current and accurate. Having the support of working with St. James's Place Wealth Management allows me to focus on helping both my private and corporate clients by providing problem solving strategies and supporting my clients and the people they care about. I help them to identify, clarify and achieve their financial goals and objectives through our regular meetings, with the added piece of mind of the St. James's Place Guarantee.
With my strong client focus, I build my business predominantly on personal recommendations from private clients, business owners and my professional connections who are keen to recommend me to their family, friends, colleagues and clients so they too can benefit from the high levels of personal service and sound professional financial advice that I provide.
From the very first meeting with Annie I was confident in her abilities to provide sound advice and had no doubt she would offer the best possible solutions. She is highly knowledgeable in her chosen field, and having her continued support has been exceptional. I would have no hesitation in recommen...
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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.