Gwennan Masters
Chartered Financial Planner
Coming from a Chartered Accountant background, Gwennan can appreciate the planning needs of companies and individuals. She finds her role as a financial Planner so much more rewarding as she can really make a difference in people's lives.
When she's not in the office or with a client, she is being Mum to her young family.
About
Gwennan is originally from North Wales, and is now based in Sale, South Manchester with her husband and two young daughters.
She understands how financial plans need to evolve when life, business and family circumstances change. Protecting you and your loved ones, building a legacy and planning for when you finish work are often put on the back burner, but they are so vitally important.
Previously, Gwennan has worked in a financial capacity in a range of small independent businesses and large Blue chip organisations since leaving university, where she studied Psychology and Business Studies.
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Promotions
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We have many years of experience in wealth management and we are dedicated to your financial well-being.
My team are dedicated to your financial well-being.Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
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 08/07/2024
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.
