Karen Wright
DipPFS
I have been in the Financial Services Industry since 1986, having previously experienced many changes as an Independent Financial Adviser over the years and was then delighted to be asked to join St. James's Place in January 2007.
About
My focus is to build long term relationships with my clients, and their families, offering advice, support and guidance in all aspects of their financial arrangements and helping them to achieve their goals over the years.
I personally specialise in investment planning, retirement planning, inheritance tax planning and family protection. I am fortunate to work with a number of highly professional individuals in the St. James's Place Partnership.
My business has grown through personal recommendations which provides me with the time to concentrate on strengthening my existing client relationships.
If you or someone you know would benefit further from our wealth of expertise then please do not hesitate to contact me.
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.
