Partner Practice of St. James's Place Wealth Management
I have been working in Financial Services for 19 years and along the way I have found that I get the greatest pleasure from making a real difference to my clients' lives and futures by sitting down with them to work out bespoke plans. I have joined Cranwell Wealth Solutions, from HSBC, to me give me freedom to provide a wide range of financial solutions.
Cranwell Wealth Solutions is a fast growing Practice, mainly down to word of mouth and recommendations, and with the office in Uckfield I will bring my background of excelling in client service to build trust with both existing and new clients.
I personally believe that everyone’s circumstances are different and that they will also be constantly evolving and that is why it’s vital to meet with my clients and keep in touch regularly. This enables me to tailor all advice to be both timely and relevant. Even if that means no action is taken at that point, it gives all involved peace of mind that we are perfectly positioned.
I have recently achieved Chartered Status in financial planning. As part of this journey I have completed further qualifications which allow me to give advice on Defined Benefit pensions and also the increasingly complex area of Care Fees Planning.
I enjoy the ongoing professional development and the additional skills it provides me with to assist in holistic financial planning. Given I work with clients from setting up pensions for new born grandchildren, buying their first property through to retiring, estate planning and also looking at the options to fund care it is vital to make sure they are getting sound advice.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
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.
Cranwell Wealth Solutions Limited is registered in England and Wales, Number 09005167. Registered Office: Cranwell House, Eastbourne Road, Uckfield, East Sussex, TN22 5ST.