DeMontfort Chase Wealth Management
Partner Practice of St. James's Place Wealth Management
Jeannie is an experienced Paraplanner having recently joined the team at DeMontfort Chase Wealth Management.
Jeannie has worked in the financial services industry for many years, having previously been a Financial Adviser for one of the major banks.
As a Technical Manager Jeannie shares the knowledge she has gained over the years and takes pride in developing an in depth understanding of clients’ needs. She concentrates on sophisticated investment planning, Inheritance Tax planning and looking at retirement strategies to suit every individual.
Jeannie considers herself to be privileged in life having worked her whole career in the financial industry. This has enabled her to enrich people’s lives with financial knowledge and a better understanding of how to manage their finances.
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.