Partner Practice of St. James's Place Wealth Management
I joined the Practice in July 2017 after finishing college and deciding that University was not what I wished to do and instead decided to pursue a career in the Financial Services Industry.
My role is to provide administrative support to the advisers to help both them, and the office, work efficiently to provide our clients with the best possible service at all times. After spending 18 months learning the basics and getting some “hands on” experience in the industry, I have now also started studying for the CII Level 4 “Diploma in Regulated Financial Planning” whilst also aiming to work through the accreditation pathway through St. James’s Place.
Outside of work I spend most of my free time playing or watching various sports and in general like to keep fit. I captain a local cricket club team and in 2018, I completed my first half-marathon.
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.