As a Financial Adviser Angeline is passionate about providing the very best bespoke financial planning for her clients. This enables her to give them the peace of mind that their overall wealth is being looked after in the most tax efficient way, all the while ensuring it suits their specific needs. Having been in the financial industry with the same high street bank for 15 years Angeline made the
decision to join Navigation Wealth Management in 2019. Angeline helps clients to identify their financial priorities, working closely with them to put a plan in place to help achieve their goals. Angeline provides the initial advice to clients that sets them on their journey to reaching their financial goals, however, it is the ongoing planning and support that she provides to her clients which vitally as important. This ongoing service ensures that clients are kept fully informed and updated on their financial planning journey. Living through a period of such unprecedented change and uncertainty, now more than ever, it is vital clients receive advice to ensure the decisions they are making with their finances are the right ones. How many times do people say... “I wish I had known about that years ago”...
Angeline provides intergenerational financial planning to her clients as this can be a complex area as crucial rules and regulations change. Working alongside clients appointed legal representatives enables Angeline to build and protect family wealth for years to come. Away from her desk Angeline spends her time with family and friends and if she’s not doing some kind of exercise then you will find her taking the dog on his next adventure! Navigation Wealth Management Ltd 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).
