Senior Partner Practice of St. James's Place Wealth Management
Rachel joined us at the beginning of 2017. Rachel’s role is to support the Advisers to complete client reports, produce letters, create supporting evidence for consideration by clients and ensure client confidential financial records are up to date.
Rachel achieved her 2018 Diploma in Financial Planning by attending and graduating through the St. James's Place Paraplanning Academy.
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.
Crown Wealth Consultants is a trading name of Crown Wealth Ltd. Crown Wealth Ltd is registered in England and Wales, Number 07111014. Registered Office: 30-34 North Street, Hailsham, East Sussex, BN27 1DW, England.