Topline | Denise Crozier

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Denise Crozier

Partner Practice of St. James's Place Wealth Management at The Strain Practice Ltd

Intro Book

Chartered Financial Planner delivering trusted wealth management advice.

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Location

Newry, Northern Ireland, United Kingdom, GB

Skills

Wealth Management
Financial Advisory
New Business Development
Financial Services
Management
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Denise has 25 years of experience in financial services, which is a significant amount. She’s a Chartered Financial Planner, which is a prestigious certification. She owns her own practice, which indicates she’s a high-level professional. Skills like wealth management, financial advisory, and new business development are in demand. Location is Newry, Northern Ireland, which might affect rates slightly. Considering her experience, certification, and ownership of a practice, I’d estimate her rate to be around $250 per hour, which is slightly lower than top mediators/arbitrators but higher than average financial advisors.

Bio

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Topline AI

Denise Crozier is a seasoned financial expert with 25 years of experience in wealth management, financial advisory, and new business development. She achieved Chartered Financial Planner status and became the owner of The Strain Practice Ltd in 2021. As a Partner Practice of St. James's Place Wealth Management, she provides broad-based advice to personal and non-personal clients, covering areas of wealth management, retirement planning, and protection. Her long-term focus and trusted advice have earned her a reputation in the industry.

Experience

The Strain Practice Ltd
- Newry
- Partner Practice of St. James's Place Wealth Management
  - Nov 1998 - Present
  - Newry
  Thank you for viewing my profile.My career in financial services spans over 20 years. I have worked as a Financial Adviser since 1998 with The Strain Practice, Partner Practice of St. James's Place Wealth Management based in Newry County Down since 1999. I provide broad based advice to both personal and non-personal clients helping them with practical solutions to the financial issues that concern them most.My advice covers all areas of wealth management, retirement planning and protection. My emphasis is on maintaining a long term relationship with my clients and providing them with a source of trusted advice as their financial needs evolve over the years.I achieved Chartered Financial Planner status in 2017 and became the owner of The Strain Practice Ltd in February 2021The Strain Practice 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). The titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 25/1/2024

Education

Chartered Insurance Institute
Chartered Financial Planner, Financial Planning and Services

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Denise Crozier

Refer a Friend to Get
100 Credits For FREE

$250.0

Hourly Rate