A Partner of St. James's Place Wealth Management
Catherine Simmonds
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
About
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.
30 Lombard Street, London, EC3V 9BQ
Advice & Services
We'll help you find the right investments so you can achieve your financial goals
Investment planning
Protecting you and your finances
Retirement planning
Banking and mortgages
Corporate services
Other specialist services
Exploring Intergenerational Wealth Management
Planning for the tax year-end
Our investment management approach
Insights and E-Briefing Service
Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.
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 skilful and knowledgeable in financial, international and domestic affairs, she is thoughtful, kind and creative, and whenever necessary punctilious and admonitory on my behalf. I hold Catherine in high esteem making it easy to recommend her to anyone who may need help with their financial planning.
Why Choose St. James's place?
We're not about selling products. Our network of experienced advisers pride themselves on building trusted, long-term relationships with their clients - only by doing so can they truly understand their clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.
Our investment management approach
St. James's Place Charitable Foundation
Award winning service
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.
Catherine Simmonds
Catherine Simmonds