Tiffany Beard
LLB (Hons) Chartered Fellow FCSI, Chartered Wealth Manager MCSI
Tiffany specialises in providing personalised financial advice to business owners and individuals. Tiffany holds the highest qualifications in the industry and is a Chartered and Fellow Wealth Manager.
About
Tiffany has had a huge variety of experience managing the wealth of individuals, families, entrepreneurs and executives. Having worked as a private client investment manager and subsequently for one of the largest international Swiss banks.
Tiffany has been working as a Partner for St. James's Place for several years. St. James's Place offers some of the best wealth management services available in the UK today and their distinctive approach combined with Tiffany’s qualifications and experience leads to a long-term and trusted relationship for clients.
Many people have not had time to plan for their retirement and do not realise that with the correct planning they could retire earlier and with a higher retirement income. Tiffany is here to facilitate this process. Tiffany specialises in retirement planning, investment planning and protection planning. All these components are very important for every individual to help them maximise their full potential.
It is important to Tiffany to continually support the St. James's Place Charitable Foundation. Tiffany has a personal interest in supporting Macmillan.
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.
