Laria Collister

All I want to do is help people and that’s exactly why I became a financial adviser! My primary goal being to provide each of my clients with peace of mind regarding their finances, helping them to achieve their long-term objectives, by growing and protecting their wealth. I provide broad based advice, by working with my clients to construct a plan that aligns both their personal and financial goals and help them understand and achieve their future perfect. My advice covers all areas of wealth management including tax planning, retirement planning, protection, savings, and investment planning. With an emphasis on maintaining long-term relationships with my clients and providing them with a source of excellent, high-quality, trusted advice as their financial needs evolve over the years. Prior to becoming an adviser, I was immersed in the equestrian world, specifically eventing. Whilst I was at University, I was a working pupil for Jonty Evans (2014 - 2016) and was part of his Rio Olympic 2016 team, where he came 9th individually for Ireland. Following on from that, once I graduated University, I became a work rider for Bill Levett eventing (2016 - 2018) and was part of his World Equestrian Games team in 2018. I then left Bill’s at the end of 2018, to become the business operations manager for 5* eventer Tom Jackson. Since leaving Tom’s, I branched out on my own to run my own equine business. I still event, but riding has now become a hobby for me rather than a career. How does this relate to the world of financing you might be asking yourself? Well, it is these attributes that I bring forward with me and implement into this role and the world of financing. I promise to bring that same level of hard work, care and dedication, in order to help my clients prosper and achieve their goals. My typical clients tend to be, but are not restricted to: - Women in business - Individuals, families, and businesses looking to form a long-term trusted relationship with a Financial Adviser. - City professionals on ambitious career paths. - Sports professionals. 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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. 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. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 17/12/2024