Partner Practice of St. James's Place Wealth Management
As Practice Manager, Fiona’s main duties include managing the daily workflow of the Practice Support Team and also working with the advisers to identify suitable solutions to meet client needs.
Fiona’s career in financial services began in 1997 and has evolved through various roles such as Financial Administrator, Mortgage Adviser, Paraplanner and Operations Director. Fiona is now in a non advisory role but has completed both the Certificate of Mortgage Practice and the Diploma for Financial advisers attaining the accreditations of Cert CII (MP) and DipFA.
Fiona also has a passion for mentorship and was thrilled to be awarded the Highly Commended Mentor of the Year at the Women in Financial Advice Awards UK.
Outside of work, Fiona enjoys spending time with her two boys, completing DIY projects, cooking and going on long walks.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.
IQ&Co Limited is registered in England and Wales, Number NI645266. Registered Office: 1st Floor, 45 High Street, Holywood, Northern Ireland, BT18 9AB.