anniedrylie

Annie Drylie

DipFA

In a busy world, I understand your time is precious – with family, work or doing the things you love, so finances are not always at the top of your agenda. As your trusted adviser its my job to simplify your financial planning needs and to help achieve your goals.

I have worked in Financial Services as a Financial Adviser since 1999 for mutual companies and well-known high street banks within the high-net-worth division. I have helped protect and build wealth for individuals, families and businesses and am proud to have made a real difference to people’s lives, enhancing their financial wealth as well as protecting financial dependants, should the worst occur.

I provide a wide range of services to Protect, Save, and Invest towards financial freedom. I work from a place of Integrity, honesty, consideration, and kindness. I treat everyone in the same way I would treat my own family and in turn this is why individuals refer me to their loved ones, so I can help them too. 

Contact me for a no obligation initial financial health check, so you can find out about my services, and I can find out more about you and your requirements. 

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested. 

About

Annie works in relationship to understand you and where you are now and where you want to go, via a personalised life plan. To offer financial life coaching towards your desired financial dreams. 

Being mindful of market ups and downs, Annie will explore why time in the market, is important, to help you make long term considered decisions. She does this by meeting on a regular basis to review and keep track of changing circumstances.

Annie provides face to face appointments and can connect with individuals living in the UK on a virtual basis via Teams or Zoom.

Annie was invited to join St. James's Place as an Associate Partner to establish her own business. Impressed by their market leading products, variety of funds and their advice guarantee, gave her the confidence to set up a company to be able to offer long term financial advice and relationship management support to her clients, supported by St. James's Place.

Outside of work Annie lives in Maidstone (near Leeds Castle), has an active family life and supports the St. James's Foundation Charities’. 

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Advice and services

We offer an excellent wealth management service which will help you achieve your goals

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 20/02/2025

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.