Kate joined the practice in May 2017 having worked for the CMA for over 20 years dealing with administration and data management. She will be responsible for arranging client review meetings and making sure all our databases are accurate and up to date.
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.