Stacey has been with St James’s Place since 2009, beginning her career as a Practice administrator. This strong back-office foundation has given her a deep understanding of every step in the financial advice process, allowing her to offer a truly holistic and well-structured approach to planning.
While Stacey’s clients are often highly successful, she recognises that many struggle to find the time to manage their personal finances effectively. Working closely with her team, Stacey aims to take that responsibility off your hands—providing clarity, structure, and ongoing support so you can focus on what matters most to you.
She is committed to ensuring every client feels genuinely listened to and understood. Stacey takes great care to explain each step of the process in a way that suits your individual knowledge and confidence, ensuring you feel informed and comfortable when making decisions.
Stacey is passionate about making financial advice accessible to everyone. She offers a finance clinic for individuals who may feel nervous about seeking advice for the first time, or who simply need some general guidance and reassurance.
We provide holistic financial advice using the latest technology to individuals, businesses, and trusts. Our areas of expertise include retirement planning, inheritance tax planning, investment planning, and protection. We strive to ensure that all our clients are valued and that our advice is explained in line with their own knowledge and understanding taken into account. We try to simplify what can often be seen as difficult and will never use unnecessary jargon. We believe that each client should have time to make decisions, and we will never rush you, we are with you for the long haul.
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.