Katrina Jones Wealth Management
Financial Advisers Agents in Swansea
The Briars
Cecil Road
Gowerton
Swansea
West Glamorgan
SA4 3DN
Contact Numbers
Landline: 01792 8... 01792 875805
Mobile: 07912 6... 07912 609691
Social
Key Services
About
About:
I have worked in the Financial Services and Wealth Management area for over 25 years with experience in Investments, Pensions, Inheritance Tax planning and Mortgages.
As a Partner of St. James's Place Wealth Management, based in Gowerton, Swansea, I provide wealth management advice to clients both within the City, and more widely throughout the South Wales region.
My emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
My Services:
Specialities:
Wealth management
Wealth protection
Financial life planning
Retirement planning
Investment planning
Inheritance tax planning
Mortgages
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