Trisha Stewart Name Mark

Trisha Stewart

DipPFS
I appreciate that you are unique, with your own financial ideals, which is why I will tailor the services and recommendations that I make specifically to you.

About

I have devoted my working life, now spanning in excess of 30 years, to helping others make the most of their money and realise their financial goals. Over the years, I have worked for two of the most recognised High Street banks, gaining numerous qualifications along the way.

In 2011, I recognised that I could provide clients with more tailored, holistic advice and the best possible ongoing service by setting up my own business and becoming a Partner of St. James's Place as part of the process.

Building long standing trusted relationships with my clients has always been central to my work ethic and now I can truly focus on promoting the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer.

Outside of my working life, I love spending time with my family, cycling and walking in the stunning Derbyshire countryside and holidaying throughout the UK and Europe.

Promotions

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Advice & Services

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

Other Specialist Services
Our network of professional specialists provides all the help and support you’ll need with more specialised services such as Will writing.

Testimonials

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Trisha Stewart has been known to us since 2009. She is always bright, knowledgeable and gives excellent advice without asserting any pressure. She understands our needs and aspirations for the future. We believe she has pointed us in the right direction to achieve our financial goals. We would...

R Parkin| Retired, Sheffield

News & Insights

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

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.

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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.

SJP Approved 26/05/2022

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.