Kirsti Cox Wealth Management Divorce Financial Advice London
London South East Financial Planner:
Kirsti Cox Wealth Management
I am one of the relatively few female Financial Advisers in the UK, offering personalised face-to-face advice to help you understand and take control of your financial situation.
I can help you with ‘anything financial’ from understanding ‘what comes in and what goes out to ‘how to develop a plan for the time when you do not have a regular income – such as Retirement’.
The most important elements of my job are to make sure we build a relationship and that my focus is on you, which translates to our conversation being focused on you and your needs, not products and technical jargon. Though of course, if you prefer that style we absolutely can explore the technical details too!
With an empathetic approach we will have an initial no obligation discovery meeting, ideally face to face to explore your situation. There is absolutely no pressure on you and the conversation is not about trying to sell you a product – we will only move forwards with a service if it’s right for you.
After spending a number of years employed by a financial services global corporate organisation I decided to fulfil a personal dream to be self-employed and work with individuals who are dealing a range of common life situations, whether that be divorce, marriage, moving home or having children. I am now an appointed representative of St. James’s Place Wealth Management.
I have been extremely fortunate to work with some incredible people and a number of the most prestigious global brands, however there is no better satisfaction than helping individuals on a personal level.
My style of financial planning is a conversation focused on each client’s lifestyle in a warm and jargon free environment.
With an empathetic approach we will have an initial discovery meeting to explore what is important to you today, your current circumstance and your future ideals. Now, that could be your dream holiday or dream purchase or ensuring you have a comfortable retirement, which as you can appreciate is a huge focus given people are living longer in the retirement years.
The main themes of discussion focus around your lifestyle, family, career/retirement and property circumstances. Together we will agree a course of action that aligns to your priorities and can help provide you with peace of mind that you have taken control of your financial future and put a plan in place.
Putting my clients firmly at the heart of everything I do enables me to run a genuinely client-focused business. In my experience, no two clients are the same and I therefore ensure that I understand your personal or business objectives and deliver solutions that are right for you.
I do not provide off the shelf solutions, but I offer the benefit of a single relationship for all of your financial planning needs. I strive to offer the very best service to develop a long-term relationship with you.;
I aim to deliver my commitment by:
- Providing personal face-to-face financial advice
- Giving you the opportunity to review your financial affairs regularly
- Effectively managing your investments via the St. James’s Place distinctive approach to investment management
- Keeping you informed of the latest news and any changes that might affect your personal situation
- Listening to your feedback
- Ensuring that my dealings with you are sensitive to your needs
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Kirsti Cox Wealth Management 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 at www.sjp.co.uk/products.
“Kirsti is a consummate professional with an in-depth knowledge of the financial market. She will source the best product tailored to your needs and that it meets with your requirements.
Kirsti is able to look at your future needs, importantly as a family, and how that can impact upon your requirements now.
I would happily recommend Kirsti to anyone as she is patient and a has a kind and courteous manner.“