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Cassandra Powell

BA (Hons) DipFA

I place my clients’ best interests at the heart of everything I do. Recognising that each and every person’s circumstances are unique, I work together with my clients to offer a bespoke service, tailored to one’s own financial needs and future aspirations.

About

I began my career in the financial industry in 2003, working for Nationwide Building Society and did so for 14 years. Having developed into a successful and respected Financial Planner there, I realised that I wanted to take my career one step further and establish my own Practice. I chose to do so with St. James's Place because of its recognised commitment to excellence in wealth management.

To ensure that my clients receive the best service available, I work closely with other professionals including accountants, solicitors and other financial services. I am happy to work alongside clients’ own professionals when appropriate.

I provide professional financial advice to meet all your financial needs both now, and in the future, as your circumstances change, giving you total financial peace of mind.

The financial world we live in is more complex and fast changing than ever before. Here at Cassandra Powell Wealth Management we recognise the benefits of making the right decisions now to help enhance and protect your future.

Planning for a secure future, whether for yourself, your family or your business is one of the most important steps you will ever take. It is crucial to regularly review your financial situation to take advantage of any developments in legislation and tax law.

We focus on building and maintaining a long-term trusted relationship with each of our clients, showing distinct quality, integrity and excellence of service. We offer each of our clients a bespoke and high level personal service that is rarely seen in today’s market place.

As an Associate Partner Practice of prestigious St James’s Place, we have access to a wide range of specialist products and solutions. This enables us to provide a comprehensive financial planning service tailored to your individual needs. We offer advice to both individuals and businesses to meet all your financial needs.

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Advice and services

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

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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.

SJP Approved 13/09/2024

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.