Senior Partner Practice of St. James's Place Wealth Management
I am delighted that Kevin offered me the opportunity to become his Practice Manager and to support our joint aim to provide fantastic customer service and great financial products through St. James's Place.
Previously for 28 years I worked at a major high street bank . My job titles included Cashier, Personal Banker and Premier Manager. This involved looking at my clients' individual goals and with their requirements in mind making a holistic financial plan to achieve them. This often involved looking at ways to invest funds, protect themselves and their families, inheritance tax planning and care home fees. I am passionate to make the solutions to these and other financial issues as simple and easy as possible and to deliver them with top customer service.
As we all know life plans can change and therefore regular contact with our client is a priority. Clients are able to email or phone either Kevin or myself direct. We are here to support our clients and their families over the long term.
My interests outside of my working life include Zumba, spin classes, reading, dining out and travel. I have one grown up daughter Charlotte, who is working after gaining a degree in Bio-chemistry. I am also Nannie Jane to three step grandsons Charlie, Eddie and Ralph who keep me busy and fit!
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.
Blackwater Wealth Management Ltd is registered in England and Wales, Number 8293846. Registered Office: 64 Maldon Road, Danbury, Chelmsford, Essex, CM3 4QL, England.