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

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.
Financial-Planner-(CII)-Chartered-Gold.svg
Catherine Simmonds

30 Lombard Street, London, EC3V 9BQ

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

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

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

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.
Julian Misiewicz | Retired, Oxford

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.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
SJPWM-Crop-Blue.svg

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.

Catherine Simmonds
Catherine Simmonds