Lydia Wroe
After joining my father’s Practice as his PA in 2010, I then went on to join the first St. James's Place next generation academy and completed my Diploma. I have worked in financial services for over thirteen years providing advice to individuals, families and businesses.
My advice covers all areas of wealth management, including, retirement planning, wealth protection and investment planning. My advice is carefully tailored to meet individual and businesses circumstances. My emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
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 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.
