Kelly Lindberg Email & Phone Number

As a Partner of St. James's Place, I provide wealth management solutions to individuals, business owners and corporate executives. I focus on:• building long term relationships;• helping clients build and preserve their capital; and,• protecting them against risk.Supporting my advice, St. James’s Place Wealth Management Group has over one hundred in-house experts covering all aspects of wealth management including investment planning, tax advice, pension planning, inheritance tax/estate planning and protection. St. James’s Place also work closely with specialist, independent solicitors and accountants. My clients include:• Business owners/entrepreneurs;• Corporate executives;• Individuals planning for retirement; and, • Families with complex estates, including UK resident non doms. I have a degree in Literature from Yale University and an MBA from INSEAD. I have worked in finance for over 30 years in New York, Paris and London. After 17 years at JPMorgan London, I joined HSBC Private Bank where I was Deputy Head of Investors and Head of Product Solutions. If you would like an informal chat with no obligation, please feel free to connect with me on LinkedIn or send me an email at Kelly.Lindberg@SJPP.co.ukThe value of an investment with St. James's Place may fall as well as rise. You may get back less than you invested.The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.The Partner 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). The title 'Partner' is the marketing term used to describe St. James's Place representatives.SJP Approved 02/10/2023

Listed skills include Wealth Management, Holistic Financial Planning, Investment Advice, Asset Management, and 7 others.