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It is your money. Keep it. Protect it. Make it grow!
Call me today. No obligation. Just an informed discussion about your many options. A friendly half hour chat over a cup of coffee can change your life.
Having worked within Financial Services for over 30 years, Steven is well placed to give our clients clarity and aid their decision making, helping them to avoid costly mistakes. Central to this is behavioural finance which seeks to understand human decision making and emotional reactions.
At the heart of the service we offer is effective communication to ensure that our clients are kept informed of issues that may affect their financial wellbeing. As such we regularly publish a range of newsletters exclusively for our clients, including the weekly Monday Market Bulletin and quarterly magazine, The Investor. More information is available by clicking the Market Update link on the home page.
Tracy has enjoyed a very successful career within the Financial Services sector. Her previous administrative roles include working as a Department Manager and Office Manager.
Tracy has over 11 years’ experience of St. James’s Place and feels privileged to have been invited to join Helen Rogers and Steven Pidding, as their Executive Assistant. Tracy’s responsibilities include managing our diaries, answering client queries and overseeing the smooth running of the Practice. Tracy’s cheerful personality and competence provides the warm welcome that our clients have come to expect.