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

Caroline King Financial Planning

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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.

Advice & Services

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News & Insights

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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.