Senior Partner Practice of St. James's Place Wealth Management
Alena joined the Practice in February 2017. Alena is a young professional and a graduate of International Business Program at Umeå University, Sweden. Alena joins us from the HSBC Business Review Centre and in her role as Trainee Paraplanner we are looking to develop her skills and support her through her Paraplanning qualifications.
Alena is a bright, friendly person, very client-focused and with a keen interest in financial services.
Alena enjoys working with our clients and will be supporting Sarah, our Business Quality Manager, in areas including cash flow modelling, research and fund performance analysis, as well as preparing client financial strategy documents.
Alena is currently studying for The Chartered Insurance Institute personal finance qualification.
The Partner Practice 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/about-st-james-place/our-business/our-products-and-services. 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.