Prue Ockenden
DipPFS CeMap, Certified Financial Planner
I believe that there is a significant benefit to receiving 121 advice, whether that is by zoom or face to face. I know that my client’s goals and priorities change over time, which is why it is so important to receive personal and flexible advice that can evolve. I bring my clients knowledge of the ever-changing markets and ways to maximise their tax allowances through careful financial planning.
Meeting with clients on a regular basis has always been a priority for me and I really enjoy building long-lasting relationships with them and their families. Seeing my clients achieve their goals and aspirations is the reason I continue to love my work.
About
I work with business owners and professionals to help them manage their assets in the medium to long term, so that they can aim towards maximum benefit from their wealth today and beyond.
This includes advice for those at the start of their saving journey, to those needing later life care planning.
I work hard to understand your attitude to risk and ensure we make decisions that are aligned with your goals.
Testimonials
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.
