Having over 30 years experience in Financial Services, Theresa firmly believes that careful planning can determine your financial wellbeing.
In 1984 Theresa started her career in Financial Services with Barclays Bank and remained there until 2011. During this time she worked in Dartford, Gravesend, Maidstone and Medway areas looking after personal and business clients.
It was in the beginning of 2011 that Theresa was invited to join St. James's Place as a Partner. In March 2020 she joined Ryan and the team at Lombard Wealth Associates enabling Theresa to provide a more bespoke service to her clients.
As a keen traveller Theresa plans to ride her motorbike in each continent. With Europe and America already completed she is currently preparing for her next challenge.
Theresa has a grown up daughter and lives in Rainham Kent with her dog Nelly and two cats.
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.