A Partner Practice of St. James's Place Wealth Management

O'Loughlin Wealth Management

Melinda O'Loughlin

Dip PFS, Cert CII (MP)
My core values focus on building long term, high trust relationships with clients. I believe that financial services is very much a “people business” and am committed to providing excellent levels of service at all times.

About

This level of satisfaction can be judged by the fact that most of my new customers are as a result of personal recommendation by existing clients.

Even the most successful individuals and businesses need specialist advice on financial services from time to time, particularly during periods of volatility and legislative change.There are no simple off-the peg solutions. Where you need advice, you need expert advice you can trust, advice that will assist you in achieving your financial objectives – efficiently and effectively.

I offer the benefit of a single relationship to meet all of your financial needs, whether you are a working professional looking to grow, manage, protect or preserve your wealth or a business owner/director looking to ensure you have the right plans in place for your company.

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Advice & Services

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

Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
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Testimonials

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Melinda helps me to be sensible with my money. She gives me sound advice and is very trustworthy. Her service and support has always been exceptional. I would not hesitate to recommend her to anyone.
Anonymous |Retired, Abergavenny

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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 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.