Fundamentally I see my approach as one of ongoing financial planning for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
Prior to joining the financial services industry, I spent 21 years working at AstraZeneca in a range of roles. As a consequence, I have experience in the manufacturing and supply chain world as well as working in small businesses and on a self employed basis. This helps with the understanding that I have for client’s specific financial requirements – whether these be personal or corporate.
Whilst working at AstraZeneca I built up a portfolio of buy-to-let properties, so I have very real experiences (both good and bad!) about this area. This process also increased my knowledge and interest in the financial arena.
I am a Chartered Financial Planner and have achieved the highest qualifications available within the PFS – Fellow of the Personal Finance Society.
In line with my professional background, I have focused on developing specialist knowledge. As a representative of St. James's Place Wealth Management, my service is enhanced and complemented by the provision of advice covering the areas of investment planning, protection, Inheritance Tax planning and retirement strategies.
We offer an excellent wealth management service which will help you achieve your goals
Jackie Asher has really looked after me. I have been through a traumatic divorce and then the death of my father and I really needed to feel taken care of when it came to sorting out my finances. Jackie always makes me feel important and that the decisions I make are informed, and absolutely what I ...
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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.