Senior Partner Practice of St. James's Place Wealth Management
Kelly joined the Practice in the summer of 2018 as an adviser, and comes to the practice with a huge wealth of experience having worked for St. James’s Place for the last 13 years – latterly within the Private Client team designing advice solutions. Furthermore she is a Fellow of the Chartered Insurance Institute, and holds a Masters in Wealth Management.
Therefore it is fantastic to have Kelly working within the Practice and alongside Gemma and Josh providing invaluable Financial Advice and Wealth management services to individuals, businesses and Trustees.
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.