Senior Partner Practice of St. James's Place Wealth Management
Having worked in the industry since 1992, initially with Norwich Union, then the Financial Advisory sector from 1995, Julie has gained experience in all aspects of financial planning. Julie has obtained the full Financial Planning Certificate (1995-1997), Advanced Tax and Trusts Certificate (2005) and Pension Funding Options Certificate (2006). Continued professional development has included taking the Pension Income Options Certificate (2016). Initially joining the team in 1998, she has worked in Administrative Support within the St. James's Place Partnership since 2006.
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.
Paton-Feaver Chartered Financial Planners is a trading name of Paton-Feaver Wealth Management Limited. Paton-Feaver Wealth Management Limited is registered in England and Wales, Number 8229404. Registered Office: The Granary, Weston Park, Weston-under-Lizard, South Staffordshire, TF11 8NA, England.