Kelly Lindberg
Chartered Financial Planner
I have a degree in Literature from Yale University and an MBA from INSEAD. I have worked in finance for over thirty years in New York, Paris and, since 1985, in London. I am a Fellow of the Personal Finance Society as well as a Chartered Financial Planner.
About
After 17 years at JPMorgan, where I was Head of UK Corporate FX and Derivatives Marketing, I joined HSBC Private Bank as Deputy Head of Investors and Head of Product Solutions.
At St. James's Place, I provide wealth management solutions to High Net Worth individuals, business owners and professionals.
I serve on the Investment Committee of The Royal Medical Foundation of Epsom College and am a former Governor of both Epsom College and Kings House School in Richmond.
Testimonials
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.
