Chloe Hockney Email & Phone Number

As a Financial Adviser at PW & Partners, I’m dedicated to helping my clients on their journey to Financial Wellbeing – working towards peace of mind, security and the financial future they aspire to. My passion for helping people has come from my psychology degree and the relationships I've developed in my life. My years studying psychology along with my Financial Advice diploma has given me the ability to support and guide individuals and business with their Financial Planning needs by listening, challenging, communicating and formulating a tailored strategic plan.I pride myself on being an empathetic and compassionate person and within my role find it helpful that I can see things from a client’s perspective. I always look to understand people’s views and where those views have come from. This allows me to have open and honest conversations about where my clients want to be – allowing them the time to sit and go through their life and financial goals to work out what their choices are and to formulate a clear plan to get them there.Having studied my diploma in Financial Advice at the London Institute of Banking and Finance, I was then accepted into the St. James’s Place Training Academy. This allowed me to further utilise my knowledge into practical skills as well as learn the advice process – kickstarting my career in Financial Services. I was overjoyed to join PW & Partners - an all-female Financial Advice practice in the heart of Edinburgh.Another incentive for joining the world of Financial Services was that, growing up, I didn’t receive any financial education. It wasn’t talked about in schools and my parents are of the generation where you saved money in the bank. I have a strong desire to help younger people make educated and informed financial choices to help them throughout their life. It’s never too early or too late to seek out expert financial advice, so if I can help anyone with their journey towards Financial Wellbeing, I would be absolutely delighted!PW & Partners Ltd 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.SJP Approved 17/01/2024