Senior Partner Practice of St. James's Place Wealth Management
Catherine Oliver - Executive Assistant to Managing Director
Catherine has been in banking since she left school, working at HSBC in various roles before leaving to work as a PA for a large financial company.
PA work is where she excelled and found her passion; she’s now our Managing Director’s Executive Assistant, ensuring his diary runs like clockwork and has the information he needs ahead of both client and staff meetings.
Ben said: “Catherine makes sure my diary is managed well and gives me the time I need to spend with each client so that I can get to know them more, understand them and give them the advice and options that are best.
Catherine works in the background but is vital in ensuring I am organised and professional for every meeting and event I go to.”
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.
Hall & Costello Wealth Management Ltd is registered in England and Wales, Number 09010635. Registered Office: Suite 4, North Wing, Turkey Mill, Ashford Road, Maidstone, Kent, ME14 5PP.