Senior Partner Practice of St. James's Place Wealth Management
Emma Stevens DipPFS - Senior Wealth Management Consultant
I joined St. James’s Place Wealth Management in 2005, working in various technical roles within head office. Then in 2016, Mark Woodham and I established Corinthian Wealth Management.
Having worked in various roles within financial services I have a good understanding of the issues which concern many different types of client:
Many clients are often too busy to allocate precious time to focus on their finances
There is rarely a plan to ensure their hard work meets their personal aspirations or what financial future their existing arrangements may provide
There have been numerous changes in legislation and the tax rules surrounding financial planning, which can be very complex, and it can be difficult to know where to start
Knowing they have a successful investment strategy is key towards achieving the life they want to live
I am also passionate about helping more women engage in their financial planning and making the whole process much more accessible.
Our needs are often different to men, and we need to have a financial plan that reflects this.
I am also part of the St. James’s Place Advising Women Committee.
My aim is to provide highly professional service over the long term that is tailored to your specific needs, to give you peace of mind that you are on the right track in achieving what you want in life.
Outside of work, I love spending time with my husband and chocolate Labrador Rosie.
Contact Emma Stevens DipPFS - Senior Wealth Management Consultant
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.