Stacey Presly Email & Phone Number

Stacey Presly is a financial advisor who joined St. James's Place in 2018, relocating from Aberdeenshire, Scotland. With a background in paraplanning, Stacey brings a wealth of technical knowledge and expertise to her clients' financial planning needs. Stacey specializes in long-term care planning and intergenerational estate planning. Her dedication to exceptional service has earned her accreditation with SOLLA (Society of Later Life Advisers), making her one of the most qualified advisors to offer advice for those requiring care or transitioning into care homes. Stacey's passion lies in helping individuals and families during vulnerable stages of life, ensuring they receive the best possible financial advice and support. She not only advises her own clients but has gained the trust of other financial advisors, in this niche area of advice. Outside of her work, Stacey enjoys pilates and running. In 2023, she completed the London Marathon while supporting Age UK, a charity that helps older people lead fulfilling lives.St James's Place guarantees the suitability of the advice given by members of the St James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details which are set out on the Group's website at www.sjp.co.uk/products.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).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives

Listed skills include Phone Etiquette, Customer Satisfaction, Fashion, Stock Management, and 6 others.

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  Financial Adviser

  Castell Wealth Management Ltd

  Oct 2018 - Present - London, England, United Kingdom