Principal Partner Practice of St. James's Place Wealth Management
Natalie joined my Practice in 2006 after graduating from University with a BSc (Hons) degree in Biology. With no financial experience, Natalie started as my Personal Assistant, and after developing the skills required, she was then promoted to Practice Manager in 2013.
As the Practice Manager, Natalie’s role is working closely with me and the other Financial Consultants within the Practice. Natalie is responsible for overseeing the smooth running of the Practice on a day to day basis. Natalie has spent many years building client relationships with existing clients and she consistently delivers a high standard of service to my clients with the assistance of the team.
Outside the office, Natalie recently became engaged to her partner Jonathan and is currently making plans for their wedding. They also have a Lhasa Apso puppy, Callie, who they enjoy taking for long walks to the forest. Natalie enjoys spending time with her friends and family, and is very close to her Dad, Bob.
Natalie also enjoys Scottish country dancing as an additional hobby. She regularly competes in local and national competitions.
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.