Senior Partner Practice of St. James's Place Wealth Management
Laura joined Regency Financial Planning in 2014, having previously spent nine years as an Independent Financial Adviser.
She provides expert advice in all areas of wealth management, with a vast knowledge of;
Inheritance Tax Planning
End of year Tax planning
Laura has a Level 4 Diploma in Professional Financial Advice and is currently undertaking the path to holding Chartered status.
She prides herself on the quality of service she offers, not only at the beginning of a client’s financial journey, but throughout their lives. It is because of this ‘person-centred’ approach that she has built up long-term, trusting relationships with her existing clients from whom she receives numerous personal recommendations.
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.
Regency Financial Planning is a trading name of Regency Wealth Ltd. Regency Wealth Ltd is registered in England and Wales, Number 7970712. Registered Office: Unit 6 Calder Close, Calder Park, Wakefield, West Yorkshire, WF4 3BA.