Jayne is the first port of call for clients on administration issues such as current valuation requests or requests to amend contributions or withdraw funds from existing investments. She is also responsible for processing new business applications and completing our compliance files and for the overall smooth running of the practice. Jayne joined the practice in July 2015 and brings with her over 20 years in Financial Services in Asset Management and Retail Banking in client facing, support and administration roles. She has a keen eye for detail and has already shown an excellent track record in putting our clients’ requirements at the top of her priorities.
The Partner 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 title 'Partner' are marketing terms used to describe St. James's Place representatives.