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

Herbert Wealth Management

Gemma Richmond

DipPFS, CeMap
You may simply be looking to get your money working a little harder, to build a nest egg for your retirement or perhaps your priority is to ensure that your family is protected against financial difficulties. I am available to help whatever your financial goals or concerns may be.

About

As an experienced Financial Consultant of nearly 30 years I have helped numerous clients build their wealth, save tax and meet their wider financial needs.

I have worked within some of the largest life assurance and banking institutions in the UK and have gained extensive experience as well as achieving professional qualifications at diploma level. Having been invited to become a Partner within the St. James's Place Wealth Management group, I am able to build a Practice which is underpinned by my experiences and my desire to provide a first class service of financial help and advice.

Having worked in the Bexleyheath area for around 12 years, I have gained a large number of local clients with whom I have built long term relationships. I am therefore delighted to have been able to establish my Practice locally where I share smart offices in Dartford, which provides a central base to meet clients, or to visit them at their home or place of work.

My focus is on developing lifelong relationships with my clients to help them secure their financial futures whether the need is for simple guidance or specialist advice around more complex issues.

Through my client focused Practice, together with the support of St. James's Place, I am able to deliver high quality service which is more personal than ever before.

Outside of my working life I am a family woman with a passion for sport, an appetite for good food, a desire for visiting new places as well as generally having fun.

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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.