Partner Practice of St. James's Place Wealth Management
Vikki joined Bright Wealth Management from Santander in 2017 looking for a new challenge. She brings to the company a wealth of experience from the diverse roles she has previously held within Abbey National and Santander such as Private banker and Mortgage Adviser.
As Policy Request co-ordinator, part of the wider Client Services Team, Vikki is fulfilling a vital role within Bright Wealth Management. Working with both the Technical Planners and Advisers, Vikki ensures that the research and collation of a clients information, from multiple sources, is done quickly and accurately. This information is then analysed in order that Bright Wealth Management can then present a client with sound long-term financial advice.
When not at the office Vikki has become a keen gardener, she loves to cook but above all enjoys time with her family.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The Partner Practice 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.
Bright Wealth Management is a trading name of Bright FS Limited. Bright FS Limited is registered in England and Wales, Number 08191747. Registered Office: Yarmouth House, Trident Business Park, Daten Avenue, Warrington, WA3 6BX, England. VAT No. 181103055.