Associate Partner Practice of
St. James's Place Wealth Management
 

Val Swalwell, Practice Manager

Val has spent most of her working life in the financial services sector and was a Day One Founder employee of St. James’s Place. She spent 17 years in Head Office in Cirencester in a variety of roles before deciding to work ‘on the other side of the fence’ with financial advisers, something she has been doing since 2013. If I am unavailable for any reason I know Val will do her utmost to assist you with any queries you might have.

Val has grown-up children and four grandchildren. She has taken part in many charitable events over the years including climbing Scafell Pike, trekking up Mount Etna, walking part of the unrestored Great Wall of China and completing the Ten Tors Challenge on Dartmoor. These days, you are more likely to find Val sitting in a warm theatre watching a good musical or play!



Business Support

As a Member of the St. James's Place Partnership, we have access to a number of key individuals within the St. James's Place Wealth Management Group, who cover everything from Tax and Technical Support to Investment Management and Business Assurance - helping to ensure our knowledge remains current and our business remains compliant when providing support to my business.

We have access to paraplanning services via Cathedral Green Financial Planning and Mechaela Mills. Mechaela and members of Cathedral Green Financial Planning have worked in the financial services industry and St. James’s Place for many years and we are lucky to be able to call upon their services.

Cathedral Green Financial Planning and Denman Financial Planning separately represent St. James's Place Wealth Management. They are separate and distinct representatives of St. James's Place Wealth Management and do not work in legal partnership with each other.