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

Arrundale Financial Planning

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Fay Arrundale

B.Sc(Hons) MBA APFS Cert CII (MP)
I have a huge passion for really getting to understand my clients' lives today and their aims for the future so that I can build robust plans to help take them where they would like to go. I really enjoy playing an important role in the journey of their lives.

About

I joined the financial services industry in 1998, immediately after graduating from University with a First-class honours degree in Business Management Studies. Between 1998 – 2014 I worked in Corporate Strategy roles for three global banks and a local building society. Whilst working I also completed my Masters in Business Administration (MBA) at Warwick University Business School.

After the births of my two children, I took the decision to move away from corporate life and spent time exploring my passion for education and managing money by publishing a book ‘7 Steps to teaching your child to save; A parent's guide to raising financially independent children’. I thoroughly enjoyed the process of writing but quickly recognised that I needed to gain my professional qualifications in Regulated Financial Planning, in order to bring my technical knowledge up to date.

When I was approached by St. James's Place Wealth Management, I felt an instant connection to their values and ethics and knew I wanted to become a Partner Practice in order to give my clients the support I would receive.

I feel extremely grateful that my parents taught me how to manage my personal finances and I want to be in a position to help others to manage theirs so that they can spend more time doing the things they love.

Based in Warwick, we provide financial planning services to individual clients and small to medium sized businesses across the Warwickshire, Oxfordshire and Birmingham areas.

We work with people who believe it's important to have a financial plan in place, however don't necessarily have the time needed to dedicate towards keeping their plans up to date.

Advice & Services

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

Testimonials

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Fay has been my financial adviser for over 2 years during which time I have been extremely pleased and impressed by the service and support she has given me. She explains the sound advice that she gives with great clarity. One of her real talents is her ability to make me feel relaxed and secure whe...
Private Client
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