Senior Partner Practice of St. James's Place Wealth Management
I joined Bright Wealth Management in 2010, I gained a lot of experience in the Client Services Team and progressed on to the Paraplanner Team. In August 2019 I achieved my Diploma in Regulated Financial Planning from the Chartered Insurance Institute, this provides qualification in Financial Services regulation and ethics, Investment principles and risk, Personal taxation, Pensions and Retirement planning, Financial protection and Financial planning Practice.
Away from the office I enjoy holidays with my husband and time with Frankie the French Bulldog in equal measure!
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 10506607. Registered Office: Yarmouth House, Trident Business Park, Daten Avenue, Warrington, WA3 6BX, England. VAT No. 319159687.