Partner Practice of St. James's Place Wealth Management
My first occupation was with a large life insurance company. I spent 18 years with them and progressed to Motor Fraud Coordinator within the motor claims department. In 2007 I joined a financial adviser practice as an Administrator and from there progressed to Office Manager.
I am the Office Manager as part of the Practice Support Staff. I work closely with the directors, advisers and support staff within IWM Wealth Management Limited to ensure that the highest standards of service are maintained for all of our clients.
Outside of work I am heavily involved in netball, coaching an adult team and a youth team.
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.
IWM Wealth Management Limited is registered in England and Wales, Number 10852119. Registered Office: 7 Coed-Y-Bryn, Blackwood, Gwent, NP12 1HA, Wales.