Sedgwick Wealth Management Ltd
Senior Partner Practice of St. James's Place Wealth Management
My first experience of working in Financial Services was in 1990 when I joined the Halifax Building Society. Following a career break to have children I then joined the Skipton Building Society in 1997 and worked there for 10 years alongside Chris and was then invited to become Chris’s PA at St. James’s Place in 2007.
I deal with all the administrative work involved with the business and ensure the thorough and efficient day to day running of the office. Having a vast experience of customer relations, I work closely alongside Chris to ensure that we offer our clients excellent levels of service, regular reviews and deal with any of their needs individually. I also feel that building trusted relationships with our clients and colleagues is the key to success and that our business will continue to grow from these relationships and the referrals gained from them.
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.
Sedgwick Wealth Management Ltd is registered in England and Wales, Number 7187578. Registered Office: 508 Rochdale Road, Britannia, Bacup, Lancashire, OL13 9SD, England.