Stacey Presly is a financial advisor who joined St. James's Place in 2018, relocating from Aberdeenshire, Scotland. With a background in paraplanning, Stacey brings a wealth of technical knowledge and expertise to her clients' financial planning needs. Although, part of a separate practice within St. James’s Place, Stacey works alongside Justin France on cases where it’s deemed the right fit and specialism for specific clients.
Stacey specialises in long-term care planning and intergenerational estate planning. Her dedication to providing exceptional service has earned her accreditation with SOLLA (Society of Later Life Advisers), making her one of the most qualified advisors to offer advice for those requiring care or transitioning into care-homes. Stacey's passion lies in helping individuals and families during vulnerable stages of life, ensuring they receive the best possible financial advice and support. She not only advises her own clients but has gained the trust of other financial advisors, in this niche area of advice.
Outside of her work, Stacey enjoys Pilates and running. In 2023, she completed the London Marathon while supporting Age UK, a charity that helps older people lead fulfilling lives.
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.
We offer a no-obligation consultation designed to help you develop a financial plan bespoke to your life goals. Book your consultation today and take the first step towards a more secure financial future.
Castell Wealth Management 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. 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: 251 Grays Inn Rd, London WC1X 8QT.
© Castell Wealth Management Limited. 2023.
SJP approved as at 24/11/2023