Prospera Wealth Management LLP
Senior Partner Practice of St. James's Place Wealth Management
Monica joined the financial services industry in 1998 training to be a Financial Adviser with Abbey National. She has since gained a wealth of experience working for Banks, Insurance companies and private client wealth management companies. Part of this time was spent working with Wesleyan in the hospital doctors segment specialising in the NHS pension scheme.
Monica was always keen to further develop her knowledge and decided to commit to becoming Chartered which she achieved in December 2016. After achieving Chartered status, she went on to take further examinations to achieve Fellowship of the CII.
Monica specialises in the NHS pension scheme, Inheritance Tax Planning, wealth management and Retirement planning. Although she has a holistic approach to all areas of financial planning.
At home Monica lives with her husband Andrew and her 2 children, Harvey 12 and Jade 8. She loves attending yoga and Pilates classes which gives her a little time to herself during the working week.
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.
Prospera Wealth Management LLP is a Limited Liability Partnership registered in England and Wales, Number OC397369. Registered Office: Bubnell Hall Offices, Bubnell Hall, Bubnell Lane, Baslow, DE45 1RL. View the Members of Prospera Wealth Management LLP.