From my Sheffield base, I am able to advise clients across Yorkshire, East Midlands and beyond.
Elizabeth combines individual attention and over 40 years’ experience in the Financial Services industry to benefit our clients and meet all your business and personal financial requirements.
To complement her Diploma in Financial Planning she is also an Associate of the Chartered Institute of Bankers.
Prior to joining St. James's Place, Elizabeth spent 23 years working in Yorkshire Bank (National Australia Group) followed by 13 years with Lloyds Banking Group. Her previous roles include: Mortgage Adviser; Small Business Lender; Bank Manager; Business Financial Planning Manager: Area Manager; Senior Commercial Financial Adviser; and Wealth Management Adviser; including corporate, commercial, agriculture, personal and private banking clients.
As a consequence, Elizabeth has established many working relationships with businesses and individuals within this sector due to the insight and understanding that she has for their specific financial requirements – whether these be personal or corporate. Elizabeth is committed to ensuring that her industry knowledge remains relevant and current by placing strong emphasis on her personal development. This, along with the pride and dedication that she places on developing solid personal relationships with our clients, ensures that she is able to offer a rounded, professional and principled service. She is committed to achieving results for our clients by building trusted relationships and delivers quality through exceptional service.
We offer an excellent wealth management service which will help you achieve your goals
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 27/03/2024
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.