Lots of people say they're looking for financial advice, but they don't know where to start or what to look for. The most important thing you can do, is to look for someone you can trust and that you can work with over the years to discuss big issues and make serious decisions.
We are straight-forward, well-informed and relatable. We know how big some of these decisions are, and how important creating a lasting legacy for your family is for you. Building a highly personalised face to face relationship with the person responsible for your financial future and security is one of the most sensible choices you can make.
Annika has a degree in Business and Finance, which took her to work in Corporate Finance for 14 years. Aside from the knowledge and skills she gained working for global technology companies, her favourite part of the roles were working with clients and building relationships with them. Wanting to make a positive impact on a client's financial well-being is what brought her to become a Partner Practice of St. James's Place Wealth Management, and has allowed her to make a difference to families and businesses.
Annika believes there are three pillars of well-being; mind, body and wealth. Knowing you are in good financial health is as important as having a healthy body and a sound mind. She is passionate about the human side of money and building relationships with clients.
It's important to know that we won't just tell you what to do with your money, but we will work with you, now and in the future, to empower and educate you to make the right choices based on where you are today, what your dreams and aspirations are, the opportunities and challenges you face, and your plans for tomorrow.
If you're the kind of person that wants to control their financial future, get in touch. Let us take care of the 'later' and the 'what if' - so you can concentrate on living in the here and now.
Covering; The Cotswolds - Wiltshire, Gloucestershire, Oxfordshire and the South West.