PJW Wealth Management
Senior Partner Practice of St. James's Place Wealth Management
I have been working in the financial services industry for over 25 years and spent several years working in Cyprus with Expats. I like to specialise in pensions and investment planning. I am currently studying towards Chartered Status so that I can offer the best service and advice to my clients. I am committed to building and sustaining a long-term relationship based on trust and superior service.
My aim is to focus on my client’s objectives and priorities and putting you firmly at the centre of everything I do, to ensure that I strive to help meet your goals. I do not provide off the shelf solutions but rather tailor make my service to provide a holistic approach to all your financial requirements both now and in the future. I offer regular face-to-face reviews to check that your plans are always on track.
In my spare time I like to walk my two large rescue dogs Buster and Max in the New Forest and at the beach, with Craig, my husband.
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.
PJW Wealth Management is a trading name of PW Associates Wealth Management Ltd. PW Associates Wealth Management Ltd is registered in England and Wales, Number 6070529. Registered Office: 12- 14 Carlton Place, Southampton, Hampshire, SO15 2EA, England.