Stacey has been with St James’s Place since 2009, starting off as a practice administrator. With her back-office experience, she understands the importance of each individual step in the advice process, offering a truly holistic approach. Although Stacey understands that her clients are successful, they often struggle to find the time to self-manage, their personal finances, with the help of the team, we aim to take control of this on your behalf. She will strive to ensure that you feel listened to, understood and that every step is explained in a way that suits you.
Stacey is passionate that financial advice should be accessible for all and offers a free finance clinic to individuals who may be nervous about seeking advice for the first time, or just need some general guidance.
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.