Senior Partner Practice of St. James's Place Wealth Management
Michelle joined PD Financial Management Limited in September 2016, having previously worked for HSBC Bank and other Independent Financial Advisers, she has over 14 years of customer service experience within the financial industry. She holds an NVQ level 2 and 3 in Customer Service.
She is equipped to provide administrative support to the Directors and Advisers to ensure our clients receive the highest levels of service when telephoning or visiting the Practice, Michelle ensures that all enquiries received and work are processed in a timely and professional manner.
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.