Swann Financial Consultancy
Senior Partner Practice of St. James's Place Wealth Management
Dion joined the team at Swann Financial in a paraplanning role and as PA to Tracey Gordon in early 2016.
Dion began her career in Financial Services in 2012 and since that time has remained keen to expand upon her existing knowledge and experience gained.
Dion intends taking further exams going forward to be become a Diploma qualified Paraplanner.
Dion supports Tracey Gordon who is a Chartered Financial Planner for the Practice in various areas of financial planning such as investments and pensions.
Dion really enjoys building a rapport with clients and over time becoming a trusted point of contact within the Practice.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
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. View the Partners of Swann Financial Consultancy