An Associate Partner Practice of St. James's Place Wealth Management

Dickinson Financial Planning Ltd

Claire Dickinson

DipPFS
I provide bespoke financial planning advice based around your financial needs and aspirations. I seek to establish a long-term trusted relationship with my clients, acting to give a professional opinion when required and performing regular reviews in order to hold an in-depth understanding of their personal finances.

About

I was delighted to accept the invitation to join St. James's Place Wealth Management in 2011.

I have been working in the financial services industry for over 13 years and have the knowledge and experience you need to be confident that you are in safe hands.

I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and principled service.

Outside of my business, I love spending time with my family and enjoy running, cycling and going to the gym.

Charity is also important to me, more so since I sadly lost my Mother to Cancer in 2012. I have participated in several Manchester 10K runs and completed several Manchester to Blackpool bike rides in order to raise funds for ‘The Christie’.

Advice & Services

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

Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
I followed Claire from her previous position because of her very personal touch. She has continued this with St. James's Place, so I have no reservation in recommending her to any investor who wants to work with a Partner, both very professional and easy to relate to.
Ms Margaret Duncan |Retired
The knowledge which is necessary to produce the best and most appropriate advice on a person’s financial resources is considerable. In Claire Dickinson I can rely on someone who has a thorough understanding of the concept of financial planning/investment in the short or long term and who is able to...
Mr James Stewart Alexander |Retired Solicitor
I have known Claire Dickinson for nearly 20 years and I trust her explicitly.
Ms Penelope Marples
I have known Claire Dickinson for seven years during which time I have benefitted considerably from her expert knowledge. I would highly recommend her services to anyone.
Mrs Jennifer Swann |Retired
Since my husband died over nine years ago, Claire has given me sound financial advice. She is trustworthy and easy to talk to. I value her integrity and honesty, she will always discuss and explain any concerns I may have about my investments. I would not hesitate in recommending Claire to you.
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Insights and E-Briefing Service

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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.

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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.

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.

Dickinson Financial Planning Ltd is registered in England and Wales, Number 10968717. Registered Office: Westfield, 179 Grove Lane, Cheadle Hulme, Cheadle, Cheshire, SK8 7NG.
Claire Dickinson
Dickinson Financial Planning Ltd