Senior Partner Practice of St. James's Place Wealth Management
I joined Bright Wealth Management in 2017 looking for a new challenge, having previously worked at Abbey National and Santander as Private Banker and Mortgage Adviser. As Policy Request Co-Ordinator, part of the wider Client Services Team, I am responsible for research and the collation of a clients information from multiple sources. I ensure collection of data is completed quickly and accurately. The information I collate is then analysed to ensure Bright Wealth Management can present a client with individual financial advice.
Away from the office I’m a keen gardener, I love to cook and I’m a bit of a wine connoisseur.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.