Planning for your future doesn’t happen in a day, which is why I create long-term relationships with my clients so that as circumstances change, I can work with you so that they are considered and provided for.
Sally is Fellow of the CII's Personal Finance Society and is well known for providing support and technical expertise on complex cases.
She is able to advise company directors on corporate schemes.
She has lived in the Totnes area for about 20 years and is keen on ceramics, pilates, Argentinian tango, and walking.
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.
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.