Senior Partner Practice of St. James's Place Wealth Management
I have worked in Financial Services since 1986 and was invited to join St. James's Place Wealth Management in 2014.
At St. James's Place my aspiration is to help make it easier and simpler for my clients to manage their wealth. I believe that this can be achieved through the provision of face to face bespoke wealth management advice.
With an ever changing environment and changing client circumstances, I feel it is essential to offer clients bespoke financial planning so that they may achieve their goals whilst reviewing these plans regularly, to ensure they remain current and accurate.
I am committed to building long standing relationships with my clients based on trust and offering advice of the highest standard.
I am qualified to Diploma level and keep my knowledge current for the benefit of my clients ensuring they receive the optimum advice and service.
Qualification and Professional Memberships:
Financial Planning Certificate of the Personal Finance Society
Diploma in Financial Planning
Certificate in Mortgage Advice
The Chartered Insurance Institute
Contact Glenda Hall - Financial Adviser
Mobile: 07590 986862
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Your home may be repossessed if you do not keep up repayments on your mortgage.
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.
PFP Wealth Ltd is registered in England and Wales, Number 8694194. Registered Office: Unit 8 Paragon Business Park, Red Hall Court, Wakefield, West Yorkshire, WF1 2UY, England.