Sally Thompson
MSc, FPFS, CertCII (FS), CertCII (MP & ER), Chartered Financial Planner
I have worked in financial services for 22 years now and have seen many changes in the industry. One thing that remains constant though is that financial planning is needed, and I still maintain the same passion to deliver holistic financial planning. Having obtained chartered and fellowship status and having obtained a master's degree in Wealth Management I am well placed to offer advice from basic through to complex requirements. I pride myself on the service and technical skills I can bring to any working relationship, with an overall aim of making financial planning as simple to understand as possible.
About
Having obtained chartered and fellowship status and having obtained a master's degree in Wealth Management I am well placed to offer advice from basic through to complex requirements. I pride myself on the service and technical skills I can bring to any working relationship, with an overall aim of making financial planning as simple to understand as possible. Our service is confidential and personal to you, as we do not provide off-the-shelf products.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
