An Associate Partner of St. James's Place Wealth Management
I aim to educate my clients about financial planning and help them to design a plan to achieve their goals. This plan will suit their appetite for risk whilst taking advantage of tax breaks available to them.
We offer an excellent wealth management service which will help you achieve your goals
I was recommended Una via a solicitors firm dealing with a probate case and three high value child's trust funds. Una was very friendly and helpful from the start, going the extra mile to get things organised, and explained everything thoroughly. Una has even assisted with issues not linked to the trust funds which has also been very helpful to me. Since the Covid issues, Una has kept in regular contact to keep me updated and also for a friendly chat!
I have worked with Una for a number of years now and she has patiently helped me to untangle my pensions and to explain what is going on with them. She has worked with me to move them to one fund and is continuing to work with me with regard to my future needs in retirement. She talks to me about tax and making use of my annual allowances but she is also sensitive to what is going to be realistic and work well for me. It is a pleasure to have her supporting me.
Providing professional trustworthy advice and keeping us on track when life gets in the way, we feel secure in the knowledge that Una is keeping a watchful eye over our investments. Her particular expertise in pension planning has given us the confidence to believe we can achieve the enjoyable retirement we hoped for. Una makes every meeting and regular phone call a real pleasure, being approachable and generous with her time has meant we have never felt so informed about our finances.
Una always provides sound advice and follows up with an email which is thorough and easy to understand. She is always friendly and caring, and combines this with a professional approach at all times.
I can't overstate how helpful Una has been in helping me on my financial matters. Her advice has been spectacularly useful and she followed up on all queries and always knows who to go to for advice. I am extremely happy with how St. James's Place have looked after me and confident that I will be well looked after by Una in the future. Thanks Una and thanks St. James's Place.
I met Una at an event which was promoting a review of pensions and pension planning. I was struck by Una's passion for getting an understanding of pensions as a result of her own decision to get up to speed with pensions and the future. I found Una helpful, reliable and honest in the best approach to dealing with my future pension planning.
From the first meeting Una put my interests first and by helping me move my portfolio around I was able to achieve my goal of taking early retirement. She also found £120k which I didn't know I had. This has now been invested to further bolster my pot. I have no hesitation in recommending her to anyone and indeed have.
I am delighted with the help, guidance and expertise Una has given me with regards to my pension plans, and feel that my finances are now in order. I look forward to her invaluable support for many years to come and would confidently recommend her to anyone.
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.
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 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.