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.
Elizabeth Worrall

68 Broadlands Avenue, Owlthorpe, Sheffield, S20 6RL

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.

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth
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
I’ve found the meetings and information given, very informative and tailored specifically for me. This enabled me to make informed decisions about a few areas of my financial portfolio. Elizabeth is extremely patient and very professional and I have appreciated this greatly.
J Priestley | Consultant
I would describe Elizabeth as a totally professional, thorough and confidential person, who has always put my needs first. She has always taken time to make me aware and ensure my understanding of the different options available and has been patient and diligent in providing the support and advice required. I would be more than happy to recommend her to my closest friends and trusted family.
Julie Powell | HR Business Partner, Wakefield
Elizabeth has always endeavoured to provide sound and appropriate advice relevant to my current financial circumstances. Her professionalism has been of the highest calibre. I would certainly recommend her to anyone considering financial advice.
Amanda Reynolds | Communities Administrator, Wakefield
Elizabeth provided the holistic financial advice that I’d failed to find in the past. The internet can provide a wealth of information at your fingertips and other providers can offer advice specific to their area (pensions etc.) but knowing that Elizabeth is experienced and qualified to assess your own personal circumstances is very valuable and reassuring.
Leanne Taylor | Design Consultant
I had no doubt about asking Elizabeth to help me review my finances. She came and spent time with me to gather all the information on my existing policies and pensions, which she then used to put together different options for me. She explained things in a way that I understand and I would not hesitate to recommend Elizabeth to anyone. She is warm, friendly and down to earth and offers exceptional service and advice.
Joanne Wharam | People & Team Development Coach , Sheffield
Elizabeth has been a great support and has pulled all my finances together in a straight forward manner, listening to my concerns and explaining options in layman’s terms. The advice has been professional and friendly and easy to understand. I have already recommended the service to family members and would not hesitate to do so again.
Name Supplied | Reception and Marketing Manager
Elizabeth is very knowledgeable and good at putting information across in a manner which is easily understood. She has advised me in areas where I can save money by utilising my company to financially contribute towards my personal pension. She is always there for personal support/advice and I would recommend her highly.
C & R Penrose Ltd | Courier, Sheffield

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.
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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
07478 549777