Senior Partner Practice of St. James's Place Wealth Management
Jackie joined PD Financial Management Limited as Practice Manager in September 2016, having previously worked for HSBC Bank, she brings over 20 years of customer service experience within the financial industry to the practice.
She is responsible for the management and day to day running of the Practice, managing the workflow and ensuring that all of our administration procedures are carried out as quickly and seamlessly as possible, ensuring that a high level of professional service and quality administrative assistance is provided by all members of the team. Jackie provides support to the Directors and Advisers to ensure that our clients receive the best possible experience and aftercare from the team.
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.
PD Financial Management Limited is registered in England and Wales, Number 5123232. Registered Office: The Auction House, 87-88 St. John's Road, Stourbridge, West Midlands, DY8 1EH.