Swann Financial Consultancy
Senior Partner Practice of St. James's Place Wealth Management
With 10 years’ experience within the finance business she is a key asset to our team
Kathy has over 10 years’ experience within the business, engaging in a variety of roles during that time.
Kathy is responsible for supervising day to day operations within the company, allocating workflow responsibilities, providing training and support to our administration staff when required, along with the development of systems and processes.
She takes pride in the provision of an excellent service for both partners and clients alike and aims to achieve this through expanding new and existing skills within the team.
Outside of work Kathy enjoys socialising with friends and family, travelling, walking and cycling.
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.