A Partner of St. James's Place Wealth Management

Catherine Simmonds

CFA

Looking after your money can be a complex and time consuming process. Having someone help to manage your financial affairs is an effective use of your time. The service I offer includes regular contact and information, keeping you up to date with your position and how changes in the marketplace may affect you

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Location : London

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About

My career in financial services spans over 21 years, encompassing experience in Offshore Banking, Fund Management, Stockbroking and Financial Planning.

I attained the Chartered Financial Analyst (CFA) designation during eight years managing equity funds for Legal and General Investment Management. I then moved into Stockbroking, advising BNP Paribas’s clients on investments before being invited to join St. James's Place Wealth Management. I hold the diploma in Financial Planning and I'm able to draw upon my extensive investment expertise combined with up to date tax and regulatory knowledge to help my clients to attain their objectives.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.

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Advice & Services

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

Whatever your financial goals, create an investment strategy that helps meet your needs.

Insurance and protection products to help safeguard all that you hold dear.

Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.

Make your finances work harder with mortgages and access to specialist banking services.

Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.

A network of professional specialists is on hand to provide all the help and support you’ll need.

Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.

Use these calculators to help you determine more about your current or future financial position.

A number of carefully selected external managers of outstanding ability manage our client funds.

Testimonials

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Catherine Simmonds has looked after my financial affairs since I came to St. James's Place in 2014. She is extremely diligent and dependable, and above all, helpful and absolutely charming. Catherine has helped me enormously as I moved from full time employment to retirement. Not only is she skil...

Julian Misiewicz |Retired, Oxford

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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.

A number of carefully selected external managers of outstanding ability manage our client funds.

Over £100 million has been raised for our charitable arm, changing the lives of children and young people.

St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.

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 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.

A Partner of St. James's Place Wealth Management

Catherine Simmonds