Senior Partner Practice of St. James's Place Wealth Management
As an Administrative Assistant, Lucy works alongside the advisers to help maintain their long-lasting relationships help with clients. Lucy is now a St. James’s Place Accredited Administrator and provides various administrative support to the team to ensure that clients are dealt with in a professional and efficient manner.
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.