Principal Partner Practice of St. James's Place Wealth Management
Fiona has worked within the Financial Services arena for over 21 years. Initially joining Barclays Trust Company's specialist Discretionary Investment Portfolio department, constructing and managing her client’s portfolios to deliver to their financial objectives and aspirations.
Continuing in the Private client space, she became an Independent Mortgage Broker in Surrey.
Fiona moved back to London in 1997, taking a Financial Advisor role for a Private Bank situated in Mayfair.
In 2000, she elected to take up the challenge of assisting in the development of a Wealth Management Business for a Global Bank in which she continued her investment advising career. At this time she also attained the fund manager industry’s highly recognised Investment Management Certificate qualification.
Prior to joining CMP, she worked as an IFA for BROADSTONE Pensions and Investments, within the BDO Global Accountancy Firm.
Fiona was invited to join CMP Financial, a Principal Partner Practice of St. James's Place Wealth Management in December 2014, providing her with a platform and opportunity, to deliver bespoke Wealth Management solutions to address the financial needs and aspirations of her clients. Fiona fully understands the importance of building long standing relationships and the need for regular reviews with her clients to ensure their on-going financial requirements continue to be met.
Fiona is a specialist, providing successful professionals, High Net worth individuals and divorcees with financial planning strategies in the areas of investment planning, tax and estate planning.
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.
CMP Financial is a trading name of Specialist Trust Solutions LLP. Specialist Trust Solutions LLP is a Limited Liability Partnership registered in England and Wales, Number OC316863. Registered Office: The Stable Barn, Upton End Farm, Meppershall Road, Shillington, Hertfordshire, SG5 3PF, England. View the Members of Specialist Trust Solutions LLP.