I studied Accountancy and Finance initially because I love the organisation of money and feel my best when I am in control of my finances and therefore my financial future.
Twenty-two years later I am dedicated to guiding my clients to do the same and it the most rewarding element of my role.
Wood Wealth Ltd is a small Financial Advice Practice operating a client-centric, hands on approach. My team is here to guide you to a more secure financial future with personalised advice, bespoke servicing and our client charter, which sets the bar of what you should expect from me and my advice service. I am only interested in what is right for my clients, what is going to give them the best outcome and the most reassuring journey through their financial life.
Women need safe spaces where we can assess our financial position and be encouraged to take steps towards a more financially secure future. I am proud to offer this, which in turn removes some of the worry and stress we carry when thinking about what we want for our future selves and for our families.
Successfully navigating the complicated financial world requires expert advice from a trusted source. Together with our clients, we form a ‘team’ approach, enabling each individuals' ever-changing financial position to be monitored and managed.
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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.