Swann Financial Consultancy
Senior Partner Practice of St. James's Place Wealth Management
Wendy’s extensive experience in Financial services makes her a key part of the Paraplanning team.
Wendy rejoined Swann Financial Consultancy in 2019, after having previously worked for them for 5 years earlier in her career. Wendy has been working in financial services most of her life, starting as Office Junior in a general insurance office at the age of 16. Now Wendy holds the Certificate in Paraplanning, and the Diploma in Financial Planning and she is currently working towards Chartered Financial Planner Status.
Wendy is a key part of our Paraplanning and Admin team, with her extensive knowledge of the industry and qualifications she is always on hand to help and assist others. She works alongside our Partners Simon Pigott and Ray Sommerfield providing them daily with relevant support and technical knowledge.
When Wendy is not at work, she enjoys walking, gardening, eating out and spending time with her family and friends.
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.