Wealth Management Expert
Jodie is qualified to advise on a wide range of Wealth Management services including Investment Planning, Retirement Planning, Mortgage and Protection needs. The foundation of Jodie’s work is to take away the stress of financial planning, providing a bespoke service to her clients to enable them to make the most of their earned income, and then build and safeguard it for the future and future generations.
Jodie’s holistic approach to her relationship-based advice means that she is committed to helping her clients to manage their affairs in a way that reflects their personal circumstances. Putting her clients firmly at the centre of everything she does, which is core to the culture of St. James’s Place, enables her to be genuinely client focused. Jodie has a special interest in educating the younger generation and young professionals in financial planning and run workshops on the importance of financial wellbeing.
Jodie is a Wealth Management Consultant at Millfield Wealth Management Limited, Partner Practice of St. James’s Place Wealth Management. 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 title ‘Partner Practice’ is the marketing term used to describe St. James’s Place representatives.
Jodie has given us an exceptionally high standard of service. She is extremely accommodating of our busy and anti-social working hours and has gone above and beyond with her follow up support even calling me back on a bank holiday weekend. We have complete faith in her ability and are extremely grateful for all her expert advice, friendly manner and hard work