Swann Financial Consultancy
Senior Partner Practice of St. James's Place Wealth Management
Katie began her career within St. James’s Place in 2012 and has gained 7 years’ experience working in financial services, and now continues to bring that knowledge and professionalism to Swann Financial Consultancy.
Katie provides comprehensive support to our partners and advisers, handling client queries and all general administration services. Katie is keen to continue expanding her already significant knowledge base within financial services and is willing to assist when needed.
Outside of work Katie is kept entertained by her two young daughters and enjoys outdoor activities with her family.
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.