PJW Wealth Management
Senior Partner Practice of St. James's Place Wealth Management
Before joining PJW Wealth Management, Rachael had enjoyed time within her father’s Financial Service Practice since 2013. She quickly developed into her role as Client Account Manager, where she had very good attention to detail and provided a friendly and knowledgeable point of contact for clients. Dealing with queries and questions and interacting with clients on a day to day basis, preparing files and portfolios for meetings.
She is presently busy on maternity leave enjoying the delights of a young daughter.
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.
PJW Wealth Management is a trading name of PW Associates Wealth Management Ltd. PW Associates Wealth Management Ltd is registered in England and Wales, Number 6070529. Registered Office: 12- 14 Carlton Place, Southampton, Hampshire, SO15 2EA, England.