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

Caroline King Financial Planning

Caroline King

I help individuals, families and businesses in Cheshire and Merseyside to make sense of their finances. Together, we create solutions that protect what they have and build a better future for themselves and the people who matter to them the most.

About

I was recently invited to join St James’s Place having spent twenty years working across a range of sectors including education and most recently the housing and regeneration sector.

Before joining the financial services industry I held several senior roles leading on reputation management, stakeholder engagement, brand development and corporate communications.

My approach is more about the how than the what. I take time to build robust, long-term client relationships based on trust and mutual respect.

I am genuinely interested in the needs and aspirations of my clients. I’m also able to communicate complex information in an understandable and accessible way.

These qualities, coupled with my technical knowledge, are the reason my clients view me as a trusted adviser in my field and enjoy working with me to create solutions that match their individual and business needs, now and in the future.
Caroline King

19 Falkirk Avenue, Farnworth, Widnes, Cheshire, WA8 9DX

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

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

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth

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.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
SJPWM-Crop-Blue.svg

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.

Caroline King
Caroline King Financial Planning
07502 207561