Senior Partner Practice of St. James's Place Wealth Management
After graduating from Bath University, Becky entered into the world of Financial Services working for Ascentric in Bath. Wanting to enter into a more client focused role she joined us in August 2017 to train as a paraplanner to support Gemma and the advisers and provide technical administration support to the Practice.
Becky enjoys working with our clients and will be supporting the Practice and our clients in areas including cash flow modelling, research and fund performance analysis, as well as preparing client financial strategy documents.
Last year Becky had her daughter Gracie, and is now back in the Practice and again taking her exams with the Chartered Insurance Institute to see her qualify as a fully fledged paraplanner.
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.