Senior Partner Practice of St. James's Place Wealth Management
Klaudia joined the Practice in December 2019, with over 10 years experience in various management and sales roles, and 5 years experience in retail banking with Santander.
Klaudia has a keen interest in financial services and in her role as Trainee Paraplanner, she 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.
Klaudia is currently studying for The Chartered Insurance Institute’s Diploma in Financial Planning 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.