Partner Practice of St. James's Place Wealth Management
I have worked in Financial Services for over 35 years in a variety of roles. I have been a mortgage and financial adviser for HSBC having obtained my Financial Planning Certificate and The Certificate in Mortgage Advice and Planning. I also worked as an Independent Mortgage broker and also hold the Certificate in Regulated Equity Release. Having had a family a little later in life, I decided to return to financial services in an administrative role and joined Primus Financial Solutions in September 2009 where I cover most day to day duties in the office.
Away from work I enjoy holidaying and watching both of my children play cricket around the country.
Contact Trudie Dodd - Practice Manager01473 828456
Tel: 01473 828456
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.