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.
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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.
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.