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

Isabella Stepkowska-Fellows

Isabella Stepkowska-Fellows

Dip CII
I know that it is important to regularly review your financial situation to take advantage of any developments in legislation and tax law. If there are changes in your circumstances, such as starting a family, changing job, moving house, starting your own business or receiving an inheritance, it is crucial to review your financial requirements.

About

I have worked in financial services for over 20 years. During my many years in the industry, I have gained expertise in many areas of financial planning in order to help my clients achieve their financial goals. I firmly believe in building strong, long term relationships with my clients and conducting regular reviews to take account of their changing circumstances.

I believe that truly effective and successful wealth management planning means getting regular, long-term and bespoke advice you can trust. Over time this will help you to run your financial affairs more effectively assisting in the creation of a firm foundation designed to help meet your financial objectives, so that you can look to the future with confidence and optimism.

I would welcome the opportunity to see how we can work together to enhance your financial situation. Just one phone call or email could put that in motion.

Advice & Services

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

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth

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 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.

Isabella Stepkowska-Fellows
Isabella Stepkowska-Fellows