An Associate Partner Practice of St. James's Place Wealth Management

Burrell Financial Planning

Jade Burrell

The aspect of the role I enjoy most is creating and maintaining long term relationships with my clients whilst providing a professional and comprehensive financial planning service. It is important to me to support my clients, and the people they care about, by helping them to identify, clarify and achieve their financial goals and objectives through my personally tailored financial planning programme.

About

I started my career in the financial services sector, working for a major UK Banking Group for 10 years. I spent all that time building client relationships in Commercial and Corporate Banking, before deciding to move on to my next opportunity by becoming a financial adviser. I was selected for the St. James's Place Academy in April 2018.

Only you can choose to invest in yourself and your future, I can simply try to help you get there faster and in the most tax efficient way.

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Advice & Services

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

Testimonials

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Jade has been incredibly supportive to us and throughout the application process has been wonderful. Her attention to detail and communication is exceptional and we wouldn't hesitate recommending Jade to anyone for either mortgage advice or financial planning.
Alison Brown |Managing Director, Taunton
Your home may be repossessed if you do not keep up repayments on your mortgage.

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Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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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.

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.