Senior Partner Practice of St. James's Place Wealth Management
After graduating with honors in Economics at Newcastle University, Isabel began her career with AJ Bell specialising in Pensions. She started working within the Partnership of St. James's Place in 2017 with a Practice based in Manchester and in September 2019 joined Castell Wealth Management as a Paraplanner. Isabel intends to complete her CII Level 4 exams in April 2020 and swiftly move on to working towards becoming a Chartered Financial Planner.
Outside of work Isabel enjoys cooking, festivals and travelling.
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.
Castell Wealth Management is a trading name of Castell Wealth Management Ltd. Castell Wealth Management Ltd is registered in England and Wales, Number 11639376. Registered Office: Accounts Unlocked, Repton Manor, Repton Avenue, Ashford, Kent, TN23 3GP, United Kingdom.