Partner Practice of St. James's Place Wealth Management
I joined Primus Financial Solutions in September 2015 to support my husband David with his growing business, to assist with the development of the Practice and to help provide a high level of personal service to our clients.
I look after marketing, IT and in house development, client services needs as well as payroll, HR and general administrative support within the Practice.
Previously I worked for an educational establishment for sixteen years, which included managing a team, moving into the Finance sector has been an interesting and challenging change for me.
My outside interests include riding my horse, looking after my other animals a dog and two cats. David and I enjoy travelling and spending time with our three daughters.
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.
Primus Financial Solutions is a trading name of Primus Financial Solutions (East Anglia) Limited. Primus Financial Solutions (East Anglia) Limited is registered in England and Wales, Number 09143428. Registered Office: 92 Station Road, Clacton on Sea, Essex, CO15 1SG.