Paul Geddes Wealth Management Ltd
Senior Partner Practice of St. James's Place Wealth Management
As director and practice manager, Tracey has been closely involved with the set-up and running of the business since its inception. She has over eight years’ valuable experience with St. James's Place Wealth Management and is responsible for the management of Adam’s hectic diary and the day-to-day administration of the company. Tracey plays a key role in ensuring the smooth running of a very busy office whilst acting as chief liaison between the team and our associated clients’ requirements. Tracey’s wealth of experience in dealing with clients on a daily basis ensures the service that Adam and the team provides to our clients is maintained to the highest standards.
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.
Paul Geddes Wealth Management Ltd is registered in England and Wales, Number 07160731. Registered Office: Sycamore House, Main Street, Willoughby Waterleys, Leicestershire, LE8 6UF.