Senior Partner Practice of St. James's Place Wealth Management
As a Financial Planning Consultant Angeline is passionate about providing the very best bespoke financial planning service for her clients, giving them the peace of mind that their overall wealth is being looked after in the most tax efficient way, that best fits their specific needs. In order for Angeline to do this, her aim is to help clients identify their financial priorities and objectives and put a plan in place to ensure they can achieve that.
Just as important as the initial advice is the ongoing planning and support that Angeline provides to her clients which is second to none to keep everyone on track.
Having been in the financial industry with the same high street bank for the past 15 years Angeline made the decision to join Navigation Wealth Management for a number of reasons but a key part of that was down to the fact that their core values align with her own – Angeline’s sole aim is to provide clients with the very best financial advice and ongoing service, putting client’s needs at the heart of everything she does.
Living through a period of such unprecedented change and uncertainty now more than ever it is vital clients receive advice to ensure the decisions they are making with their finances are the right ones, this is why building such a strong long term relationship with clients is so important. How many times do people say... I wish I had known about that years ago...
Along with all of this, protecting client’s wealth not only for them but also for their families is crucial when rules and regulations can change, providing inter-generational financial planning is key no matter what stage in life Angeline’s clients are at.
Away from her desk Angeline spends the majority of her time with family and friends and if she’s not doing some kind of exercise then you will find her taking the dog on his next adventure!
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.
Navigation Wealth Management Ltd is registered in England and Wales, Number 11953339. Registered Office: One Eleven, Edmund Street, Birmingham, B3 2HJ, United Kingdom.