Louise has spent all of her working life in financial services. In 2003 she was invited to join St. James’s Place Wealth Management and has since devoted her time to building lifelong relationships with her clients. She has worked with many of her clients for in excess of 10 years and this is testament to the sound financial plans she has put in place. Reviewing these plans and ensuring they are still relevant and on track is an essential part of the service Louise offers.
Louise specialises in advising clients who are approaching retirement or already retired. Her work includes the following:
- Maximising pension benefits pre and post retirement.
- Bespoke investment solutions for growth/income/IHT mitigation.
- Protecting family wealth from taxation.
- Advising trustees on trust* investment strategies.
- Equity release.**
As well as holding a degree, Louise also has completed the Financial Planning Diploma and specialist exams in Care Fees Planning and Equity Release**. These qualifications ensure that Louise is highly qualified to advise in her chosen areas of expertise.
An investment with St. James's Place will be directly linked to the performance of the funds selected and the value may fall as well as rise. You may get back less than the amount you invested.
*Trusts are not regulated by the Financial Conduct Authority
**To understand the features and risks of this type of mortgage, please ask for a personalised illustration.