Senior Partner Practice of St. James's Place Wealth Management
Sarah Rose FPFS BA (Hons) DipCII Chartered Financial Planner - Wealth Management Consultant
After graduating with a BA Hons degree in Financial Economics, I have gained over 17 years’ experience within the Financial Services industry.
Working for a building society initially, I gained my industry specific qualifications, and then moved to join a High Street Bank where I developed my skills of providing holistic advice to clients and their families.
My strengths lie in building long term relationships with clients based on trust and integrity. Providing expert advice as a representative of St. James’s Place Wealth Management and their Investment Management Approach allows me to successfully aid clients to create, protect and grow their wealth, helping meet their lifestyle goals and objectives now and in the future.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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.