I have over 20 years experience and provide a comprehensive service to my clients, working with them to secure the financial future they are looking for. I am a qualified adviser holding the Diploma in Financial Services. I help my clients to understand and run their portfolios of investments, particularly pensions, and I am a specialist in advising in the area of Long Term Care / Care Fees Planning.
I know how difficult it can be to find an experienced and knowledgeable adviser who can be trusted to act only in the client’s best interests and give clear, concise advice. I am very proud in that all of my clients have come through personal recommendation.
– Investment portfolio construction and balancing
– Pensions; and
– Long Term care planning.
I am a Trustee at Parkview Centre for the Community (since March 2009 to present) and I am now the President for Woking Chamber of commerce (since March 2018 to present)
Areas that I cover
I am able to support clients based in Surrey.
How to contact Catherine
Email – firstname.lastname@example.org
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
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 title ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.