Senior Partner Practice of St. James's Place Wealth Management
Sarah joined the Practice in January 2016 as an Apprentice Administration Assistant and she went on to complete the Apprenticeship in Business Administration in March 2017.
Sarah prides herself on her positive, outgoing and friendly attitude with great organisational skills to support her evolving role as Junior Paraplanner. She completed the St. James’s Place Accreditation for Paraplanning in the Summer of 2019.
Sarah supports the team by collating client information from third parties, producing Illustrations and assisting with the submission of new business.
Outside of work Sarah enjoys eating out with family and friends. As well as going on weekends away throughout the year along, she also enjoys the odd holiday abroad. She also enjoys playing and watching football.
Sarah picked up the keys to her first home in May 2019 which she is renovating with her boyfriend. They plan to have the house completed at the beginning of 2020.
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.