Morrinson Wealth Management LLP
Principal Partner Practice of St. James's Place Wealth Management
Katy works mainly with City professionals, Directors and business owners. She believes that planning and securing a financial future for you, your family and your business is very much a collaborative undertaking.
For each of her clients, Katy agrees a bespoke plan which is tailored to the individual and is designed to help each client meet his or her financial goals and achieve financial security. She meets with her clients regularly to re-assess what is important to them and to re-evaluate plans in light of changing priorities, goals and legislation.
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.