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5.0

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Andrew Burnett

Faye has looked after us for many years now. She listens to our requirements and works really hard to achieve them. We're not the most proactive or responsive but she's patient with us and gets great results. I'm particularly pleased that she takes seriously our requirement for ethical investment. I couldn't recommend her highly enough.

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Credentials

  • Diploma in Financial Planning
    Chartered Insurance Institute

Experience

    • Financial Services
    • 1 - 100 Employee
    • Director
      • Feb 2020 - Present
    • Financial Adviser
      • Oct 2008 - Feb 2020

      PJL Wealth Management is a Senior Partner Practice of St. James's Place Wealth Management Having been involved in the structuring and developing of PJL Wealth Management for 9 years in a technical supporting role, I have used this time to hone my skills in client servicing, learning as much as I can about the industry. I have now achieved the Diploma in Financial Planning and become a Financial Adviser within the Practice. Whilst dealing with all aspects of wealth management for clients, such as tax efficient investment planning we specialise in pension planning & retirement planning, a reflection of the profile of clients the practice has. Our client relationships are built on trust, honesty, integrity and transparency, offering a high level of personal service. This means that clients are only too happy to refer us to their friends and colleagues. Show less

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