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Heather Wood

DipFA, CeMAP

Founder and principal of Heather Wood Wealth Management. I have spent over 20 years working in banking and financial services, supporting clients through important life and financial decisions. My approach is personal, friendly and focused on building trusted relationships that last for years to come.

About

Heather has built her career around helping people feel more confident and supported when making important financial decisions. With over 20 years of experience working with both personal and business clients at leading high street banks including Lloyds Bank and Metro Bank, she has developed a strong understanding of the different financial challenges people face throughout life and business. Heather is passionate about making financial advice feel approachable, personal and accessible, creating trusted relationships where clients feel comfortable asking questions and planning for the future with confidence.

Today, Heather is proud to be part of St. James's Place, one of the UK’s most well-established wealth management organisations, recognised for its long-standing reputation, client focused approach and commitment to building lasting relationships. Through both her professional background and personal life experiences, Heather understands firsthand the importance of having clear, trusted financial guidance and the right support when navigating life’s changes. Her goal is to provide a warm and supportive service that helps individuals, families and business owners create long term financial security and peace of mind.

Advice and services

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

Addresses

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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.

SJP Approved 09/06/2026

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.