Senior Partner Practice of St. James's Place Wealth Management
Having been in the financial industry with the same high street bank for 15 years Angeline made the decision to join Navigation Wealth Management in 2019.
As a Financial Planning Consultant, Angeline is passionate about helping her clients build extraordinary lives, steering them on their path to finding their own financial freedom. This may be something everyone strives for but it isn’t always that simple to achieve and it certainly doesn’t happen without any planning. Identifying what your financial goals are can be very difficult but this voyage of discovery is what Angeline thrives on, helping clients identify their own financial priorities and perhaps pointing out aspects they may not have considered.
When discussing finances we talk a lot about ‘assets’ but time is the most valuable asset that we do not own. How often do we not have enough time to look at our own finances or we say we’ll deal with that tomorrow... How you choose to use that time is going to be the best indication as to where your future is going to take you so spending the time planning your financial future is critical.
Living through a period of such unprecedented change and uncertainty, now more than ever, the ongoing service Angeline provides is what really adds value to the client experience – this is not just a one-time thing. Once the initial advice sets clients on their way to reaching their financial goals this is only the beginning. As life changes, as it always does, these plans are reviewed and amended accordingly and this is why building such a strong long term bonds with clients is so important.
As well as helping individuals and businesses, Angeline also provides intergenerational financial planning which is all about working with the whole family – grandparents, parents, children and grandchildren. This can be a complex area of planning as rules and regulations change, a lot needs to be taken into account when passing wealth through the generations. Working alongside clients appointed legal representatives enables Angeline to build and protect the family wealth for years to come.
If Angeline were to meet you five years from now, what would have to have happened for you to say things had been a success in your personal and professional life? If this is something you have never considered it could be exciting building that financial plan together today.
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: Lumaneri House Blythe Gate, Blythe Valley Park, Solihull, West Midlands, B90 8AH, United Kingdom.