I previously worked within the Financial Services industry for 17 years for one of the UK’s leading Banks. I held various roles from Portfolio Manager, Credit Transactional Management to Regional Marketing Manager.
I have extensive knowledge of this sector and bring invaluable experience to the business.
I work to ensure the smooth running of the office, so that our clients receive a professional and efficient service.
Beck Wealth Management Ltd 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.