Senior Partner Practice of St. James's Place Wealth Management
Alena joined the Practice in February 2017 from HSBC. Alena is a young professional and a graduate of the International Business Program at Umeå University, Sweden. Alena is a bright, friendly person and is very client-focused.
While working in our paraplanning team, Alena achieved the Chartered Insurance Institute Diploma in Financial Planning qualification, and has now moved to the advisory side of the Practice, working directly with clients to help them achieve their financial goals and objectives.
Alena is currently studying to gain her Chartered status, which is the professional gold standard for financial planners.
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.
Anderson Financial Management Ltd is registered in England and Wales, Number 7990416. Registered Office: Saville Court, 10-11 Saville Place, Bristol, BS8 4EJ.