Tina Steele Financial Management
Associate Partner Practice of St. James's Place Wealth Management.
I provide friendly financial advice and solutions on area's such as mortgages, protection, retirement planning, investments and more.
Through this challenging time I would like to offer you all the opportunity for friendly financial advice as normal, the only difference is that we will utilise online platforms such as Zoom, e-mail and phone calls instead of face to face for the time being.
These services include:
- A full financial review (at no charge to yourself, I will cover the costs)
- Solutions to your needs, for example, Insurance (Life, Critical Illness, Income Protection etc), Mortgages, Investments, Pensions and Wills.
I fully appreciate some people may feel helpless under the current circumstances and that taking care of your financial future may be the least of your concerns. However, I want you to know there is hope and a multitude of things you can do to help you through this time and prepare you for the future (no matter how uncertain that may feel at present).
If you would like to book an online chat or financial review, or simply just learn a little more about what you can do - please don’t hesitate to get in touch with me and feel free to pass this offer of help onto others if you think it may be useful.
E-mail – email@example.com
Tel No – 07837 229943
Take care and stay safe
Tina Steele Cert CII (MP) BSc (Hons) FCCA
Associate Partner of St. James's Place Wealth Management
The Maltings, Old Malton Road, Staxton. YO12 4SB
Tel: 07837 229943
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.