Hall & Costello Wealth Management Ltd
Senior Partner Practice of St. James's Place Wealth Management
I have worked in financial services for the past 8 years, starting my career at Santander as a personal banker, quickly moving over into a client relationship management role looking after high net worth individuals while completing my Level 4 qualification to become a financial adviser.
I have a real passion towards listening and helping my clients achieve their financial goals and visions for the future. I joined St. James's Place at the start of 2018, inspired by their unique investment management approach and holistic advice proposition. My focus has been on building a close, trusting and long- term relationship with both my clients and their families, becoming a long-term family adviser.
I believe in offering my clients high quality, face-face and personal advice. Being part of my clients journey through building a financial plan and helping them to reach financial freedom gives me true job satisfaction. I have a deep passion to help others and understand what is important to each individual, understanding how this differs from person to person.
My goals for the future are to work towards becoming Chartered over the coming years.
In my spare time I spend time with my son and am a keen runner, having taken part in both the London and Brighton Marathons I plan to run the New York and Boston Marathon over the next few years.
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.