Senior Partner Practice of St. James's Place Wealth Management
After completing a Business Studies qualification, Ursula began her career in financial services in 1992, and has acquired a wealth of industry experience in roles encompassing sales, administration, and management. Ursula has brought this knowledge to Navigation Wealth Management and now manages the office, and all aspects of client contact and client management.
Ursula enjoys spending time with her family, reading and going to the theatre.
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 04654894. Registered Office: The Exchange, Haslucks Green Road Shirley, Solihull, West Midlands, B90 2EL.