I have worked in financial services for over 20 years. I have worked in the past for Colonial Mutual and National Provident Institution (NPI) and since then have gained experience working with St. James's Place practices managing their client base effectively. I became the Office Manager of Letts Wealth Management in 2016 and have helped the team grow from two to five persons.As a Partner Practice of St. James's Place Wealth Management based in Maidstone our emphasis is on building and maintaining long-term relationships with clients and to provide them with a source of trusted advice as their financial needs evolve over time.We are always looking for opportunities to speak to new prospective clients. Thus far this has been aided by the relationships that we have built with existing clients who regularly refer us on to family and friends. Please visit www.lettswealthmanagement.co.uk for more details about the services we provide or contact me via LinkedIn, on 01622 470101 or at adam.letts@sjpp.co.uk if you are in need of a professional financial advice.
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Office ManagerLetts Wealth Management Ltd Jan 2016 - PresentMaidstone, England, United KingdomAt Letts Wealth Management we specialise in delivering quality, face-to-face financial advice with a commitment to building trusted and enduring relationships with clients. This advice includes pre and post retirement planning, investment planning, estate planning, inheritance tax mitigation and life protection planning.Through the relationship we have forged with St. James's Place, our proposition is further enhanced by their distinctive approach to investment management and the guarantee that they offer regarding our advice.
Vanessa Letts Education Details
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Financial Planning And Services
Frequently Asked Questions about Vanessa Letts
What company does Vanessa Letts work for?
Vanessa Letts works for Letts Wealth Management Ltd
What is Vanessa Letts's role at the current company?
Vanessa Letts's current role is Office Manager.
What schools did Vanessa Letts attend?
Vanessa Letts attended Chartered Insurance Institute.
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