Swann Financial Consultancy
Senior Partner Practice of St. James's Place Wealth Management
Tasha is the first point of contact at the office for all our visitors and callers, and always has a smile on her face. She provides invaluable administration support to our team.
Tasha Joined Swann Financial Consultancy in 2020, and she is new to the financial industry. However, she brings with her some invaluable administration and client experience from her previous role as a Recruitment Consultant. She has a brilliant attention to detail and is very client focused; that is why she is a key part of our team here at Swann.
As our Receptionist, she supports the day to day running of the business which ranges from being the first point of contact for clients that phone the office or come in for meetings. She also assists the Advisers with their Review packs, and ensuring stock, such as literature orders, are all up to date.
When she’s not at work, she enjoys visiting National Trust and Heritage sites, trying new foods and socialising with friends and 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.