Megan began her career in Financial services in 2018 achieving CII level 4 Diploma in Regulated Financial Planning in 2023 and is now working towards achieving Chartered Financial Planning status. Before becoming an Adviser, Megan worked with the technical financial planning team supporting Advisers in delivering tailored financial planning solutions for their clients and is passionate about helping clients to have confidence in their financial future.
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.