Senior Partner Practice of St. James's Place Wealth Management
Nicola J Gillespie Syme BA (Hons), Chartered MCSI, DipPFS - Director
After graduating from University in Dundee and France with a European Business Law degree, Nicola began her career in Financial Services with PricewaterhouseCoopers.
Nicola relocated to Scotland in 2000 to concentrate on private client investment advice as a stockbroker with Greig Middleton. She attained the Securities Institute Diploma and became a Fellow of the Securities Institute in a role that evolved into investment management and private banking with Barclays Wealth. She completed the CII Diploma in Financial Planning and more recently attained Chartered status via the Securities Institute.
She was delighted to accept an invitation to join St. James's Place Wealth Management in 2009 to enable her to concentrate fully on assisting clients to become financially well-organised in an ever-changing world.
As Director of Gillespie Financial, she has been working in the financial services industry for 20 years, and has embraced being a Senior Partner Practice of St. James's Place as an excellent opportunity to offer both corporate and private clients access to their distinctive, award-winning approach to wealth management.
Gillespie Financial has grown on the simple premise of nurturing long-term trusted relationships based on offering bespoke, honest and proactive wealth advice. Fundamentally, committed to not just offering advice that addresses short-term concerns, but developing forward-thinking strategies to help achieve future objectives and aspirations.
Away from the office Nicola enjoys spending time with her family, and an array of sports including cycling and running - often to be found at the front of the queue to sign up to the latest challenge!
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.