Connect with me
Real networking
for women in business
Helping businesses and individuals save tax whilst maximising their wealth
A bit about me...
I am a Chartered Financial Planner within Queens Square Wealth Management Ltd, a Senior Partner Practice of St. James's Place Wealth Management. With a fantastic support team, we work with clients stretching around Bath through into the Cotswolds and surrounding areas.
Based on core values of excellence of service and, above all, integrity, I will provide you with bespoke wealth management solutions that you require to satisfy your needs both now and in the future. I do not provide off-the-shelf solutions, but offer you the benefit of a trusted relationship to meet all your financial needs such as retirement planning, savings and investments planning, wealth protection and Inheritance Tax and estate planning. More details are available on our website: www.queenssquarewealth.co.uk.
My emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years. If you feel this service would be of benefit to you, please do not hesitate to contact us and we look forward to building a professional and valued relationship with you in the future.
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