As your financial planner and wealth manager, my role is to be your navigator. I’ll help you clarify where you want to go in life, organise your finances to help you get there, and keep you on track throughout the journey with regular updates and reviews.
I’ve worked with many of my clients for years. They value my friendly, personable approach, no-nonsense, jargon-free advice, and the fact that I’m by their side whatever life throws at them.
Highly qualified and experienced financial adviser providing financial advice, wealth management and financial planning advice. Specialist in investment planning, inheritance tax planning, retirement planning, long term care fees, and trusts*.
I'm based in Hereford and am happy to travel across Herefordshire, Gloucestershire and Worcestershire to provide face to face advice. A no obligation 90 minute initial consultation is available.
Friendly & professional - I build long term, 'trusted adviser' relationships with my clients.
Working with business owners or individuals who want to grow and protect wealth. Some people have a clear idea of their financial aims and want help mainly to stay on track. Others feel out of control with no clear idea of where they are heading financially, and want help to understand where they are trying to get to, how far they are down that path with any plans they already have in place, and what the gap between the two is. Either way, recommendations are explained clearly and simply so you understand what I am recommending and why. If you have policies which you don't understand, I will take the time to explain those too. I passionately believe that everyone has the right to understand their financial situation so they can make informed decisions to improve their position in the future.
Clients are reassured by my decision to become an Associate Partner Practice of St. James's Place Wealth Management, one of the largest financial advice and wealth management companies in the UK . More details about the benefits this provides together with information about the St. James's Place distinctive approach to investment management are available on my website at http://www.wyefieldwm.co.uk
* Trusts are not regulated by the Financial Conduct Authority
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 title ‘Partner Practice’ is the marketing term used to describe St. James’s Place representatives.
I would like to thank Kirsty for her financial advice which has help me put in place a pension to save for my future and protection for the business in the event something stopped me from working.
Knowing that you have a good pension in place for the future gives that nice secured feeling and doubly so when you know it is being looked after by Kirsty and the team at St James’s Place. If I have any questions I know I can just ask Kirsty who with her wealth of financial knowledge can answer or soon find out the answer.
Thank you Kirsty for now and all the future advice to come.
- Westway IT, IT Support