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Sheila Farman Email & Phone Number
Paraplanner and technical support
at
St. James's Place Wealth Management Group
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✓ Verified May 2026
3 data sources
Profile completeness 100%
Current company
Role
Paraplanner and technical support
Location
Hereford, England, United Kingdom
Who is Sheila Farman? Overview
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Quick answer
Sheila Farman is listed as Paraplanner and technical support at St. James's Place Wealth Management Group, based in Hereford, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Sheila Farman.
Sheila Farman previously worked as Principal of Sheila Farman Wealth Management at St. James’S Place Wealth Management and Financial adviser at Skipton Financial Services. Sheila Farman studied at City Of Worcester Grammar School For Girls.
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St. James's Place Wealth Management Group
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Profile bio
About Sheila Farman
As a Partner Practice of St. James's Place Wealth Management, I provide a personalised and prestige financial advice service to clients at every stage of life.I have over 20 years experience in the financial services industry and my expertise allows me to help those looking to build their wealth as well as helping protect what they have accumulated for their family and future generations. This can involve, but is not exclusive to, advice on sensible investment strategies, inheritance tax planning, retirement planning and protection.I focus on maintaining a long-term, trusted relationship with clients, mainly in Herefordshire and Worcestershire, showing distinct quality, integrity and excellence, which in turn gives my clients financial peace of mind. The level of client satisfaction may be judged by the fact that the majority of new clients come to me as a result of personal recommendation from existing clients.More details are available on my website at www.sheilafarmanwm.co.uk
Listed skills include Financial Planning, Sales Management, Financial Services, Retirement Planning, and 14 others.
Current workplace
Sheila Farman's current company
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St. James'S Place Wealth Management Group
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6 roles · 35 years
Sheila Farman work experience
A career timeline built from the work history available for this profile.
Paraplanner And Technical Support
Current
Jan 2015 - Present
Principal Of Sheila Farman Wealth Management
St. James's Place Wealth Management is one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment.
Nov 2014 - 2015
Financial Adviser
Based in Worcester, I helped Skipton Building Society clients with professional financial solutions including investments and Inheritance Tax planning.
2012 - Jun 2014
Financial Adviser
Natwest Bank
I provided mainly investment face to face advice with individuals, establishing good working relationships with them for ongoing advice.
2004 - 2011
~7 yrs
Area Financial Services Manager
In 1991 I was a financial adviser. I was promoted to Area Sales Manager and then Area Financial Services Manager, where I had management responsibilities for the compliance and performance of IFA's, Private Banking advisers, mortgage advisers and HSBC financial advisers.
1991 - 2004
~13 yrs
1 education record
Sheila Farman education
-
City Of Worcester Grammar School For Girls
FAQ
Frequently asked questions about Sheila Farman
Quick answers generated from the profile data available on this page.
What company does Sheila Farman work for?
Sheila Farman works for St. James's Place Wealth Management Group.
What is Sheila Farman's role at St. James's Place Wealth Management Group?
Sheila Farman is listed as Paraplanner and technical support at St. James's Place Wealth Management Group.
Where is Sheila Farman based?
Sheila Farman is based in Hereford, England, United Kingdom while working with St. James's Place Wealth Management Group.
What companies has Sheila Farman worked for?
Sheila Farman has worked for St. James'S Place Wealth Management Group, St. James’S Place Wealth Management, Skipton Financial Services, Natwest Bank, and Hsbc.
How can I contact Sheila Farman?
You can use AeroLeads to view verified contact signals for Sheila Farman at St. James's Place Wealth Management Group, including work email, phone, and LinkedIn data when available.
What schools did Sheila Farman attend?
Sheila Farman studied at City Of Worcester Grammar School For Girls.
What skills is Sheila Farman known for?
Sheila Farman is listed with skills including Financial Planning, Sales Management, Financial Services, Retirement Planning, Investments, Management, Banking, and Retirement.
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