Catherine Richardson (St James Place Wealth Management)
|Last online||18th Mar 2013|
|Member since||9th Oct 2012|
|Number of views||20|
|Number of posts||0|
|Number of testimonials||0|
|Financial Adviser / Wealth Manager|
|All types of Mortgages/Insurance Protection|
|Free Pension Reviews|
|Inheritance Tax and Long Term Care Planning|
|Savings & Investments|
Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. It is useful to regularly review your financial situation to take advantage of any developments in legislation and tax law. If there are changes in your circumstances, such as retiring, loved ones needing Long term care, wanting to protect your wealth for your families future or needing to increase your income from your savings, a review of your financial goals is crucial.
As a Partner Practice of the prestigious St. James's Place Wealth Management, our focus is on you and on achieving or maintaining financial security for you and your loved ones. Based on core values of excellence of service and above-all, integrity, we will provide you with the wealth management solutions that you need to satisfy your needs both now and in the future. We appreciate that you are unique, with your own financial ideals, which is why we will tailor the services and recommendations that we make specifically to you.
St. James's Place plc was founded in 1991 under the name of the J. Rothschild Assurance Group by Mike Wilson CBE, Sir Mark Weinberg and Lord Rothschild and is a provider of a wide and growing range of financial services of outstanding quality.
Listed on the London Stock Exchange, the company
has grown strongly and consistently with funds under
management of £34.8 billion.
The company is made up of the following areas:
- St. James's Place UK plc, the UK based life assurance company
- St. James's Place International based in Dublin
- St. James's Place Unit Trust Group
The St. James's Place Partnership
Members of the St. James's Place Partnership are called Partners in recognition of their common purpose and shared values and work from a network of offices across the UK.
On average, Partners have 17 years' experience in financial services and individuals who are invited to join the Partnership are drawn from the small proportion of financial advisers working in the UK today who meet our selection criteria.
Our training and quality control procedures are equally strict and our monitoring procedure confirms that levels of satisfaction among our clients are exceptionally high.
I pride myself to helping clients make the most of their money and realise their financial goals.
I started my career for the NAAFI in Germany helping soldiers with their finances and more recently I have worked for some of the most recognised High Street banks.
I have gained numerous qualifications and most recently attained my Level 4 Diploma. I recognised that I could provide clients with a better quality service and the best possible advice by setting up my own business, becoming an Associate Partner Practice of St. James's Place Wealth Management as part of the process.
Now, I focus on promoting the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer.
Outside of my working life, I love the outdoors, spending time with my husband Scott and children Emily and Harvey and walking with my Vizsla dog Buster.