Senior Partner Practice of St. James's Place Wealth Management
An important member of the team, working as a back up to our inhouse paraplanners. Caroline has worked both for St. James’s Place Wealth Management, and other financial service providers for many years. A fully qualified paraplanner Caroline supports our practice and the advisers with ensuring the advice standards we provide are compliant and of the highest quality.
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.
Queens Square Wealth Management Ltd is registered in England and Wales, Number 7360700. Registered Office: 3 Kingsmead Terrace, Bath, BA1 1UX.