Vicki Roscorla Email & Phone Number

Are you a busy professional or business owner who knows they should be doing more with their finances, but find it is always at the end of your very long ‘to do’ list?I can help you make your money work as hard as you do!Hi, I’m Vicki – and I’m not ashamed to say that I love numbers & finances. I am also passionate about helping hard working people feel confident and secure in their financial future. My approach is to build a long-term relationship with my clients where open and honest conversations about money are easy to have. I both support & challenge my clients to achieve their financial goals. I generally work towards these objectives: Protection – ensuring your finances & family are safe guarded against what life throws at you be this in your business or your personal world Retirement Planning – helping you understand what you already have & if you've done enough to retire when you'd like, with the lifestyle you'd like Investments – demystifying investing & making your money work harder for you now & in the future Inheritance tax mitigation - working with those that wish more of their estate to go to their beneficiaries rather than HMRCI am known for my easy-to-understand financial advice, always happy to answer any question. I want to demystify the world of finance & investments for my clients, so they can be confident in their financial decisions and invest for their future. In my personal life, I am mum to Ella, Milly and Noah. In 2021 I decided to make a change from my successful 20-year career as an Accountant and become a Financial Planner. I’ve always wanted to work for myself and in this role I can use my skills to help women understand their finances and invest in their future. If you are a busy, hard-working women who would like to do more with your finances and make your money work as hard as you do then drop me a message or call me on 07442 337 494 and we’ll have a chat. The value of your investment can go down as well as up. You could get back less than you invested.Vicki Roscorla Financial Planning 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. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 17/09/2024

Listed skills include Risk Management, Management, Analysis, Business Analysis, and 6 others.