Catherine Scard Email & Phone Number

I absolutely love my job! I am a people person; I work tirelessly for my clients to provide them with the best possible advice aiding them to make plans for their future. Nothing is more satisfying than seeing people achieve their goals and aspirations. I treat clients as my wider family circle and treat them with the respect and love they deserve. Money is a very emotive subject and it is built on trust. Why would someone trust you with theirs or their children’s future if they don’t trust you? No question is too silly and I am happy to take the time to listen to your needs so you are confident I can give you the best possible solution.My passion is retirement planning, assisting clients to understand their current retirement provisions or aiding them in a divorce scenario with how pensions can be split to benefit them in later life. I feel in our busy working lives we don’t understand pensions enough and I want to dispel the myth they are complicated and difficult. If you have the right person in your corner, you can thrive. Message me here on LinkedIn to set up an initial chat. I love the fact that the relationship I build with clients is ongoing, that way you get to build advice around their current circumstance and they have someone that is a constant in their lives. You become part of the family.I have nearly 20 years’ experience in the industry, I am level 4 diploma qualified and have recently completed a Financial Abuse Qualification which I believe allows me to enhance the service I give to my clients. When I’m not working, I am a mum to two young children. They keep me busy. We love to exercise and I am a keen runner. We love Center Parcs, Florida and making memories as a family. 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 title ‘Partner Practice’ is the marketing term used to describe St. James’s Place representatives. Lester Brunt Wealth Management is a trading name of Lester Brunt Wealth Management Ltd.SJP Approved 25/01/2024

Listed skills include Investment Advisory, Income Protection, Customer Service, Team Leadership, and 8 others.

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  Finance And Financial Management Services