Catherine Simmonds

After 15 years working in financial markets predominantly as a fund manager at Legal and General Investment Management, I decided to move into Private Wealth Management where my extensive investment skills and knowledge could be put to good use. Following extensive research I chose to become a Partner of St. James's Place Wealth Management, which in my opinion offers the best proposition for my clients. Over the subsequent 7 years I built up a successful practice that helps individuals, families and businesses. I aim to provide a highly professional service, working with my clients over the long term to create a private client financial plan that is tailored to their personal goals, taking into account their existing market risk and their overall appetite for risk. The basis of my service is solid fundamental financial planning and above all, looking out for my client's financial interests. 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 xx/xx/xxxx