An Associate Partner Practice of St. James's Place Wealth Management
I would describe myself as a people person having previous experience of working within the social work environment. I have the skills and experience that you need to be confident that you are in safe hands. It is important to me to support my clients and the people they care about.
We offer an excellent wealth management service which will help you achieve your goals
I would definitely recommend Sue for support with financial planning. She helped us think about our long-term plans and consider things we would never have thought of. She was super at answering all of our questions and ensured we fully understood everything. We received an excellent service. We highly recommend Sue!
Sue was super at ensuring I fully understood everything. She was really knowledgeable about all of my different options. The meetings were really relaxed, and I felt really valued. Sue took time to ensure all of my questions were answered. Highly recommend Sue for anyone needing support with future financial planning.
Sue was very thorough and went through all the information with me. She was professional and put me at ease.
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 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.