Jacqueline White
DipPFS
I provide a dedicated service to clients from my office in Twyford, helping understand their financial objectives, so that clients can look to the future with confidence and optimism. My philosophy focuses on maintaining a long term trusted relationship with clients.
About
Based in Twyford, Reading, I provide wealth management advice to clients both within Berkshire, and more widely throughout the south of England.
I joined financial services in 2002 and worked for several years as a Financial Adviser for local banks. I worked both within the personal and business sectors and I believe this experience has given me the insight and understanding that I have for their specific financial requirements – whether these be personal or business.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development, This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able to offer a rounded, professional and principled service.
Outside of my business, I like to spend time with my family, friends and my dog Hulk.
Charity is also important to me and I am always looking for ways to support both local and national charities, as well as the St. James's Place Charitable Foundation.
Promotions
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 01/11/2024
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.
