Principal Partner Practice of St. James's Place Wealth Management
Mandy has worked in Financial Services for 30 years, starting out as a Mortgage Adviser before progressing to full Financial Planning 22 years ago. During that time she has built up a wealth of knowledge and gained experience in both the Corporate and Personal markets. She is able to offer a truly holistic service to existing and new clients in the areas of investment, protection and retirement planning.
Planning for a secure future be it for yourself, your family or your business, is one of the most important steps you will ever take. Changes in your circumstances or the effects of inflation will require you to regularly review and act upon your financial situation and having a trusted Adviser is essential in ensuring you meet your short and long term needs.
Prior to being invited to join Hadlow Edwards Wealth Management, Mandy has had a very successful career with HSBC Bank and Alliance & Leicester in management and financial advice, covering Staffordshire and Cheshire.
Mandy likes to spend her spare time with her husband David and black Labrador Josh. She also enjoys weekends away going to rock concerts.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The Partner Practice 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.
Hadlow Edwards Wealth Management Limited is registered in England and Wales, Number 4767558. Registered Office: 65 Regent Street, Wrexham, LL11 1PF, Wales.