Natalie Norman
I am passionate about helping clients feel more confident about their finances. I provide personal holistic financial planning to help individuals achieve their goals and objectives. This could be saving for a specific event or helping them to retire early with effective retirement planning. I aim to build long-term relationships with my clients based on integrity and trust.
About
I currently hold the level 4 Diploma in Regulated Financial Planning along with the CISI level 6 in Advanced Financial Planning and the CII level 6 Pension Transfers certificate. I am continually studying to improve my knowledge and remain up to date with any legislative changes. I'm working towards becoming a Chartered Financial Planner in the foreseeable future.
My advice covers all areas of wealth management including, retirement planning, wealth protection, investment planning and protection planning. When I am not working I enjoy socialising with friends, running and spending time with my husband and 3 children.
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.
