Senior Partner Practice of St. James's Place Wealth Management
Becky joined us after her A’ levels in 2015, and successfully completed her Financial Services Apprenticeship with us in July 2016. Becky continues to develop her skills and knowledge in financial services, but has proved to be a valuable asset to the business.
Becky manages the Practice diary to ensure we have regular contact with our clients through our review system. Becky can help you with arranging a meeting, valuations and directing any queries you may have to the appropriate adviser. Becky ensures that all correspondence is dealt with in a timely manner, professionally liaises with our clients and existing providers, collates information to present to our clients and keeps the office running efficiently.
Becky’s focus is firmly on our clients’ needs and her friendly approachable manner makes her well placed to be the first point of contact in the office ensuring that all our clients are given the best service.
Becky is currently studying for The Chartered Insurance Institute personal finance qualification.
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.