Senior Partner Practice of St. James's Place Wealth Management
Vanessa has worked within Financial Services for over 25 years and has gained considerable knowledge and expertise in both Banking and Financial Planning. Her last role was at Axa Wealth Management advising high net worth clients. Although no longer advising she now uses her vast experience in helping Gary & Tracy develop holistic financial plans for our clients. One of Vanessa’s key strengths is the ability to identify the most efficient investment and tax structures for our clients. Vanessa holds the CII Diploma in Financial Planning.
The Partner Practice 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/about-st-james-place/our-business/our-products-and-services. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
AMG Wealth Management Ltd is registered in England and Wales, Number 7242453. Registered Office: Park Farm Drvie, Allestree, Derby, DE22 2QP.