Jodie Phelps
Jodie is a mum of two boys so understands the importance of financial stability for family wellbeing. This has been the driver of her 14 years in the financial services industry. She takes a jargon-free approach, making complex financial concepts easy to understand for her clients but most importantly she is there for her clients at the important decisions and challenges that life can throw at us.
About
Whether you're growing your wealth, wanting to plan your retirement, or navigating through life changes, Jodie is committed to providing personalised solutions tailored to your needs, ensuring a smooth journey towards financial security and peace of mind.
Her services include:
- Retirement planning
- Wealth growth strategies
- Wealth preservation techniques
- Assisting divorcing clients
- Supporting professionals and business owners
- Intergenerational wealth planning
- SME/Corporate financial education
When she’s not supporting her clients, Jodie enjoys swimming, running, skiing, and being outdoors. She also runs her own Women In Business networking group which advocates women entrepreneurship in the local area.
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.
Accreditation
