Tasha Sheasby

I’ve spent over 11 years working in financial services, beginning at St. James's Place, where I gained invaluable experience, most recently, I worked in their Private Clients department, where I supported the onboarding of new clients and helped guide them through their financial journeys. I now bring that experience to my role as a Financial Adviser at PFP Wealth Group Ltd. My passion lies in helping people navigate their financial futures with confidence, whether it's planning for retirement, managing investments, or protection. I hold the Diploma in Regulated Financial Planning, which has provided me with a solid foundation. My time at SJP allowed me to build a deep understanding of client needs and how best to support them in achieving their financial goals. Now, at PFP Wealth Group, I continue to develop my skills, providing tailored advice that helps clients make informed decisions. I’ve lived in Great Rissington my whole life, where I live with my husband Tim, our two young boys, Albert and Charlie, and our dog, Duke. Outside of work, I enjoy reading, cooking, and watching films – simple pleasures that help me unwind and spend quality time with my family. Being close to nature and family keeps me grounded, and I feel fortunate to have a career that allows me to help others, both professionally and personally. 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. 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 xx/xx/xxxx