Senior Partner Practice of St. James's Place Wealth Management
Sarah is responsible for ensuring the written advice provided by Anderson Financial Management Ltd to its clients is of the highest quality. Sarah deals with the processing of all new business, sourcing information on clients exiting policies and providers, whilst liaising with St. James's Place compliance department to ensure the highest regulatory requirements are met and exceeded at all times. Sarah joined in 2009, having previously worked with the investment banks UBS and NM Rothschild in London. Sarah completed her Diploma in Financial Planning in August 2016 giving her a strong core technical knowledge and a broad understanding of the key advisory areas to maintain the highest professional standards.
Contact Sarah Gougam DipPFS - Business Quality Manager
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) 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.
Anderson Financial Management Ltd is registered in England and Wales, Number 7990416. Registered Office: Saville Court, 10-11 Saville Place, Bristol, BS8 4EJ.