Anu Joshi
DipPFS
I have 18 years' experience in the Financial Industry and believe in building long term relationships with my clients through quality of service, understanding their needs and helping them to achieve their goals and objectives.
About
Planning for a secure future, be it yourself, your family or your business, is one of the most important steps you will ever take. Changes in your circumstances, the financial world or the effects of inflation will require you to regularly review and act upon your financial situation. Despite knowing this however, it is a step which many of us delay or defer.
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
Testimonials
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
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 08/11/2022
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.
