Partner Practice of St. James's Place Wealth Management
Yvonne Bavin DipPFS - Director & Financial Adviser
Yvonne began her career in a brokerage in London in the 1980s and has since seen many changes in the financial services industry. She joined HJP in 2008 and was made director in 2017.
Yvonne believes it is important to look at the complete picture when looking at finances and so is a great advocate of lifestyle financial planning (also known as Cash flow modelling). This entails looking at an individual's income & outgoings & taking into account their future plans & goals.
Yvonne specialises in dealing with investment planning, inheritance tax planning and how to pay for nursing home fees, having gained her long term care accreditation.
Yvonne is a member of Personal Finance Society and Chartered Insurance Institute and has achieved her Diploma from the Personal Finance Society, working towards individual Chartered status. Yvonne is also on the executive committee of Dorking Chamber of Commerce.
Outside of work, Yvonne has three adult children, enjoys frequent trips to France (having worked in France for a while), sailing and is learning to play golf.
Contact Yvonne Bavin DipPFS - Director & Financial Adviser
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.
HJP Chartered Financial Planners is a trading name of HJP Wealth Management Ltd. HJP Wealth Management Ltd is registered in England and Wales, Number 10490173. Registered Office: 176 South Street, Dorking, RH4 2ES.