Senior Partner Practice of St. James's Place Wealth Management
My role is the Apprentice and I joined in January 2019. I am responsible for client servicing tasks. These tasks include actioning fund switches, review letters, sending off letter of authorities and chasing providers for responses.
In my spare time, I like to socialise with friends and walk my dog Coco. I am keen Manchester United fan and enjoy following football with occasional trips to Old Trafford.
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.