Based in Weston-super-Mare, I provide wealth management advice to clients in the South West of England and further afield.
My aims are to help clients gain a better understanding of their financial goals and provide bespoke solutions to meet them.
I started my Financial Services career in 2009 with Santander. After working in a variety of different roles and enjoying a successful career, I accepted my invitation to join St. James's Place Wealth Management in 2014, and then established Alton Wealth Management in 2017.
The key areas of planning I personally deal with are:
As well as my own experience and knowledge, I work with a number of specialists within St. James's Place Wealth Management and a network of carefully selected industry experts and providers. I will also work alongside clients’ own solicitors and/or accountants to ensure an appropriate solution for any situation is provided.
*Trusts are not regulated by the Financial Conduct Authority.
Cheryl has over 30 years’ experience working in an office environment, which has been gained in a number of different sectors including: legal services, doctors, police, local council, MoD, and insurance.
Using all this experience and expertise Cheryl is responsible for the smooth running of the office and ensures that all client records and queries are actioned in a timely manner. She also gets involved in a number of day-to-day tasks.