Partner Practice of St. James's Place Wealth Management
SHONAGH ADVISES ON A WIDE RANGE OF FINANCIAL PLANNING SPECIALISMS SPANNING ALL STAGES OF LIFE…FROM PENSION & INVESTMENT PLANNING TO PROTECTION, HELPING CREATE A FINANCIALLY SECURE RETIREMENT.
Before joining PW & Partners in 2012 Shonagh spent 11 years providing specialist financial advice within the bancassurance industry. She put herself through and obtained a Diploma in Financial Services whilst gaining a true understanding of her clients’ (business or individual) financial goals.
Shonagh advises our clients on a wide range of financial planning areas…taking them from pre-retirement through to retirement age and beyond. She believes there should be a strong and trusted relationship between client and adviser, that everyone is unique and with this in mind she really takes the time to get to know her clients - striving to offer financial planning advice that meets their individual needs and objectives - now and for the future.
Areas of Expertise:
Retirement Planning – going back to basics through meaningful, open and honest conversations to truly understand what planning they require now in order to spend retirement enjoying it to the full and knowing that their plans are in place. Whether it is planning your retirement, looking for options at retirement or reviewing your income in retirement, Shonagh can help.
Savings & Investments – recommending comprehensive tax-efficient investment solutions for client’s hard earned money, making it work as hard as possible to help maximise returns
Life Insurance - working closely with carefully selected providers to offer an extensive product range to give clients and their families peace of mind and security that they have things covered
Her approach also means that even if no immediate action is taken her clients will leave having a complete picture of all their financial needs and the action required to fulfil them.
Shonagh’s desire to not just do a good job, but a great one, really shines through in her personality and the overall experience she delivers to her clients.
A few of my favourite things…
Favourite Film: PS I Love You – I love a weepy, although I love the Fast & Furious films, namely because they include Vin Diesel & The Rock!! Having 2 young daughters I don’t have the time these days for films or cinema. This means I tend to watch what is popular with my girls…the favourite at the moment is The Greatest Showman, which I actually love.
Favourite Holiday: My best holiday so far was either Vegas/New York with my friends or Mexico with my now husband – our first holiday together & I completed my lifelong dream to swim with dolphins
Favourite Food: Anything spicy so Mexican food or American – fajitas, enchiladas, pulled pork, chilli, spicy pasta, pepperoni pizza…the list goes on!
Favourite things to do in my spare time…Bootcamp – good for the body, the mind and escapism. Spending time with my husband, his little girl and our two beautiful daughters – who keep me on my toes!
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
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.
PW & Partners Ltd is registered in Scotland, Number SC644543. Registered Office: 18-22 Melville Street, Edinburgh, EH3 7NS, Scotland.