Senior Partner Practice of St. James's Place Wealth Management
Kathleen has worked within financial services for over 20 years. In an ever changing financial landscape she focuses on making sure the needs of her clients are fully met. Having obtained her Level 4 Diploma in 2011 Kathleen decided to focus specifically on providing full Financial Planning.
She was delighted to accept an invitation to join St. James's Place Wealth Management in February 2018, this has allowed her to concentrate fully on assisting clients’ needs to help them become financially secure now, and in the future.
Attracted to the core principles of Gillespie Financial, Kathleen strives to provide expert holistic advice to meet clients’ financial needs across a number of key areas; business investment planning and protection, wealth protection, retirement planning, auto enrolment, estate planning, and investment planning.
She brings with her a wealth of experience and knowledge that results in a tailored service to each client. She believes it is important to build strong, long lasting relationships whilst delivering a professional and personalised service.
When not working Kathleen is an avid reader and enjoys relaxing by going for long walks in the countryside and doing yoga.
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.
Gillespie Financial Limited is registered in Scotland, Number SC450752. Registered Office: The Old Bank, 7 Bridge Street, Dollar, Clackmannanshire, FK14 7DF.