Jodie Phelps
With 12 years of industry experience, it is my passion to help clients achieve their life goals and make a positive difference to them and their loved ones. I take away the stress of financial planning and break down the complexities of the financial world. Everybody's aspirations are unique, however common areas I can help with are;
* Growing your wealth
* Retirement planning
* Ensuring families are protected, secure and prepared for the worst-case "what if" scenarios
About
When I'm not in the office, you will find me at the beach on my paddle board or hitting the slopes!
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.
Accreditation
