About
I'm an advisor with over 30 years of experience. Life does not stay still for long and good financial advice has never been more important. I believe in providing bespoke advice to clients and companies across the UK that turns financial advice on its head.
I have a hands-on style that leads to a close relationship with all my clients and will challenge you to think about the goals you need to plan for rather than to living life with what you have.
I am passionate about inspiring and educating families about their finances and also believe this goes hand in hand with the wellness industry. We spend a lot of time and money investing in our minds and bodies but what underpins us, whether we like it or not, is our financial stability. If this is built on sand then all we do to enhance our wellbeing can crumble very quickly.
My 32 years of experience covers areas of wealth management such as retirement planning, investment planning, IHT planning, financial planning for children and protection.
As well as loving my job and being a mum, I also have a passion for rowing and sailing and compete in both sports in the UK and worldwide. I recently won a Bronze Medal in the British Indoor rowing and am training for a Masters Henley event in the summer.
I have a hands-on style that leads to a close relationship with all my clients and will challenge you to think about the goals you need to plan for rather than to living life with what you have.
I am passionate about inspiring and educating families about their finances and also believe this goes hand in hand with the wellness industry. We spend a lot of time and money investing in our minds and bodies but what underpins us, whether we like it or not, is our financial stability. If this is built on sand then all we do to enhance our wellbeing can crumble very quickly.
My 32 years of experience covers areas of wealth management such as retirement planning, investment planning, IHT planning, financial planning for children and protection.
As well as loving my job and being a mum, I also have a passion for rowing and sailing and compete in both sports in the UK and worldwide. I recently won a Bronze Medal in the British Indoor rowing and am training for a Masters Henley event in the summer.
| Age |
46-65
|
|---|---|
| Nationality |
British
|
| Civil status |
Divorced/separated
|
| Kids |
Yes
|
| Passionate about |
Financial Wellbeing
My family
Sports and fitness
The planet and making a difference
|
| City, Country | Christchurch, GB |
I can support you in the following
Tax planning
Specific investment advice, e.g. build/manage an existing portfolio
Insurance
Help you make a more sustainable impact with your money (e.g. impact investing, philanthropy)
Help with retirement planning
Help with a loan / debt
Help to set-up or sell a business
General advice, e.g. review of a personal situation
Estate Planning (e.g. Inheritance, Legacy)
Skills & Qualifications
| Firm | Eddicott Wealth Management |
|---|---|
| Function | Director |
| Place of work | Other |
| Experience | 20+ years |
| Qualifications |
DipFA
|
| Regulatory (FCA) Authorized: | Yes |
| Reference Number | JXE01276 |
The value of an investment with St. James's Place may fall as well as rise. You may get back less than you invested.
Eddicott Wealth Management Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management (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 at www.sjp.co.uk/products.