Partner Practice of St. James's Place Wealth Management
Aneta joined the team at DeMontfort Chase Wealth Management in 2020 as an Administrator and is responsible for providing administrative support for the Practice, liaising with clients to maintain the existing high levels of service and ensuring the efficient running of the office day to day.
Aneta has previously worked locally for Financial Advisers and is rapidly gaining knowledge and studying towards her diploma in Financial Planning.
In her spare time, Aneta enjoys jigsaw puzzles and has recently completed a 9,000 pieces puzzle. She has also signed as an NHS Volunteer Responder to help the most vulnerable people in the community through these uncertain times.
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.
DeMontfort Chase Wealth Management is a trading name of Newbridge Ltd. Newbridge Ltd is registered in England and Wales, Number 09442024. Registered Office: D5 The Old Grain Store, The Barton Fields Centre, Church Broughton, Derby, DE65 5AP.