Jo-Ann Dalrymple
I provide thoughtful and honest financial advice to individuals and businesses across the North East of England, and beyond. With over 25 years industry experience I have the insight and knowledge to provide help and support for all your financial planning needs. Importantly I can make seemingly complex financial matters relevant and easy to understand.
About
In 2016 I was offered the opportunity to become an Associate Partner Practice of St. James's Place, one of the UK’s leading wealth management companies. With a belief that personalised, face to face financial advice is key, this for me was an ideal transition from my financial Adviser role within the bank. During my career I also trained and qualified as a therapeutic counsellor, which has proved invaluable for all my client work.
My business is founded upon a love of working with people, and a commitment to build trusted and enduring client relationships. So many of my new clients are referred by existing clients. Others have originally felt their position didn’t warrant financial expertise, to later realise that this has been instrumental in securing their financial future.
I offer a comprehensive financial planning service, providing advice in the following areas:
- Building wealth for your Retirement planning
- Helping you access your funds in Retirement planning
- Investing and saving tax efficiently
- Inheritance Tax and Succession Planning
- Protecting yourself, your family, and/or your business against financial risk
I believe that planning for a secure future for yourself, your family and/or business is one of the most important steps you will ever take, and that the essence of sound financial planning is ensuring it evolves with the times. Life is ever changing and my promise is to review your circumstances regularly to help keep your plans keep pace with these changes and your hopes for the future.
If you would like an informal chat please get in touch.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
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 16/01/2024
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.
