Senior Partner Practice of St. James's Place Wealth Management
I joined Williams Wealth Consultancy Limited in July 2018 and have since been working closely with the client liaison team while working towards my next goal - completing my Diploma in Financial Planning to take the next step into a Paraplanning role,to then become an Adviser in future years.
Prior to this, I graduated from the University of Lincoln with a First Class Honours in Business Studies in 2018 with a particular interest in financial studies which brought me to the attention of Dean and the team through a mentorship scheme hosted by the University.
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.
Williams Wealth Consultancy Limited is registered in England and Wales, Number 09315689. Registered Office: 28 Dudley Street, Grimsby, N E Lincolnshire, DN31 2AB.