Senior Partner Practice of St. James's Place Wealth Management
I joined Bright Wealth Management in 2006, with a diverse financial services background including as an Adviser at Royal Bank of Scotland. I held the role of Technical Manager and in 2016 I was promoted to Practice Manager. I achieved Chartered Financial Planner status in 2016 and was very proud to attain Fellowship status in 2017. These accreditations recognise experience, knowledge, quality and commitment to client experience, these are all standards I ensure the practice value highly.
As Practice Manager I oversee all aspects of the running of Bright Wealth Management, including Paraplanning, Advisers and the Customer Service Team. I ensure the clients individual needs are met efficiently and I encourage the team to constantly look for ways to improve their service.
Away from the office I manage my daughters extensive social calendar and I love my holidays.
I am based in the Warrington Office and can be contacted on 01925 839180.
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.
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.