Partner Practice of St. James's Place Wealth Management
I joined Cranwell Wealth Solutions in January 2015 as Personal Assistant and Office Manager.
My background has been in various aspects of the Financial Services industry, for over 30 years. During this time I have carried out various roles, Office Management, Client Service and Financial Analysis being a just few of the positions I have undertaken in both Banking and Financial Advice.
Office Management and excellent client service is the key to running an effective business and we feel at Cranwell Wealth Solutions we have the correct balance.
Taking care of our clients and ensuring they receive the utmost care and service is something I take pride in and have been able to nurture with the help of my previous experience in the financial services industry.
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.
Cranwell Wealth Solutions Limited is registered in England and Wales, Number 09005167. Registered Office: Cranwell House, Eastbourne Road, Uckfield, East Sussex, TN22 5ST.