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
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, 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.
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Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
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.
SJP Approved 10/01/2024
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.
