Senior Partner Practice of St. James's Place Wealth Management
Suzi has experience working both within St. James’s Place and for an Independent Financial Adviser in a range of supporting roles including Administration, Practice Management and Paraplanning, which has enabled her to quickly gain valuable knowledge across multiple aspects of financial planning.
Suzi joined us to be able to solely work for one St. James's Place Senior Partner Practice and to continue her development as a technical paraplanner, the element which she enjoys the most. Suzi is working towards a Level 4 Diploma in Regulated Financial Planning & has achieved Accredited Paraplanner status during her time with us.
Suzi and her partner Stuart are not known for sitting still, they both enjoy going to the gym, bike riding, triathlons and any other activities to keep them fit. They also like to keep their brains active and are regulars at their local quiz.
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.
Blackwater Wealth Management Ltd is registered in England and Wales, Number 8293846. Registered Office: 64 Maldon Road, Danbury, Chelmsford, Essex, CM3 4QL, England.