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

Worrall Financial Management Ltd

Elizabeth Worrall

DipPFS CeMAP ACIB
From our Sheffield base, I am able to advise clients across Yorkshire, East Midlands and beyond.

About

Elizabeth combines individual attention and over 35 years’ experience in the Financial Services industry to benefit our clients and meet all your business and personal financial requirements.

To complement her Diploma in Financial Planning she is also an Associate of the Chartered Institute of Bankers.

Prior to joining St. James's Place Wealth Management, Elizabeth spent 23 years working in Yorkshire Bank (National Australia Group) followed by 13 years with Lloyds Banking Group. Her previous roles include: Mortgage Adviser; Small Business Lender; Bank Manager; Business Financial Planning Manager: Area Manager; Senior Commercial Financial Adviser; and Wealth Management Adviser; including corporate, commercial, agriculture, personal and private banking clients.

As a consequence, Elizabeth has established many working relationships with businesses and individuals within this sector due to the insight and understanding that she has for their specific financial requirements – whether these be personal or corporate. Elizabeth is committed to ensuring that her industry knowledge remains relevant and current by placing strong emphasis on her personal development. This, along with the pride and dedication that she places on developing solid personal relationships with our clients, ensures that she is able to offer a rounded, professional and principled service. She is committed to achieving results for our clients by building trusted relationships and delivers quality through exceptional service.

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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.

Testimonials

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Elizabeth has helped me in so many ways over the last couple of years. She always explains things in ways I can understand. Her advice and support has been invaluable and I would not hesitate to recommend her.
Jo Chalupka |Nurse Practitioner

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth

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.

Worrall Financial Management Ltd is registered in England and Wales, Number 9572484. Registered Office: 68 Broadlands Avenue, Owlthorpe, Sheffield, S20 6RL.
Elizabeth Worrall
Worrall Financial Management Ltd