Senior Partner Practice of St. James's Place Wealth Management
Wendy is our Client Service & Events Manager and has worked for Mercer & Associates since 2012 and prides herself on maintaining high levels of client service. She has over 30 years’ experience in the Financial Services industry, having previously worked within a number of Financial Advisory Firms as a Client Liaison Manager and PA.
She provides an excellent service and is responsible for all the necessary administration processes and procedures in order to ensure a constant level of excellent service and care is provided at all times.
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.
Mercer & Associates Wealth Management Ltd is registered in England and Wales, Number 6532938. Registered Office: Heritage Place, 1 - 2 Grosvenor Court, Foregate Street, Chester, CH1 1HG, England.