With over a decade of working within wealth management, Fiona has the knowledge and experience that you need to be confident that you are in safe hands.
Fiona’s expertise covers the broad spectrum of financial planning and aims to help you and your business to:
- Grow wealth, specifically through the St. James's Place distinctive approach to investment management;
- Preserve assets for long-term financial security;
- Adequately protect assets from potential threats;
- Effectively manage capital and borrowings.
At the heart of the service offered is Fiona’s belief in clear and effective communication to ensure that clients are kept informed of issues that may affect their financial wellbeing.
Fiona has spent her entire working career in the financial services industry. She has established many working relationships with individuals within this sector due, in part, to the insight and understanding that she has for their specific financial requirements – whether these be personal or corporate.
Fiona is committed to ensuring that her industry knowledge remains relevant and current by placing strong emphasis on her own personal development. This, along with the pride and dedication that she places on developing solid personal relationships with clients, ensures her to offer a rounded, professional and principled service.
Fundamentally her approach is one of problem-solving for the client - rather than product-selling. As a result, clients can expect to receive the most comprehensive and appropriate advice at all times.
Outside of the business, Fiona enjoys travelling and spending time with family and friends.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.