Jane Davidson
DipPFS
Jane has a wealth of experience with over 25 years in financial services. She joined St. James's Place in 2007 as an Associate Partner Practice. Jane draws on this experience to help clients achieve the best possible financial outcomes and thoroughly enjoys planning tax efficient strategies with her clients.
Jane started her career training for the ICMA (Institute of Cost and Management Accountants) then by sheer luck joined Citicorp Financial Group and enjoyed a successful time for the next 9 years until she started a part time business to work around her children whilst they were young.
In 2000 she got divorced and she chose to pick up the career she loved and had succeed in by joining Lloyds Wealth Management . In 2007 St James’s Place head hunted her and here we are…….
14 years later Jane has an established Practice consisting of families, business owners and High Net Worth Clients.
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.
