Senior Partner Practice of St. James's Place Wealth Management
Roxanne has worked in financial services for over 10 years. In 2012 she joined Lansdown Place Wealth Management to develop her career and subsequently took up the role of Private Wealth Consultant having successfully attained her Diploma through the St. James’s Place Academy.
The advice Roxanne provides to her clients is tailored and holistic. It covers many areas of wealth management such as protection planning, planning for retirement and investment planning. She works with clients and their families guiding them through the complicated maze of financial services.
In her spare time, Roxanne enjoys travelling and spending time with her family which includes two young and very active boys!
“I fundamentally believe in providing ethical and effective financial advice - in establishing trusted adviser-client relationships. I thoroughly enjoy helping my clients plan ahead for both their short term needs and long term goals.”
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.
Lansdown Place Wealth Management Ltd is registered in England and Wales, Number 5458948. Registered Office: 2 Oakfield Road, Clifton, Bristol, BS8 2AL, England.