Hannah Threlfall
After studying Economics and Politics in Leeds, Hannah worked within investment management before transitioning to financial planning where she realised her ambitions of being a financial adviser and working with clients on a more personal level. She has worked within financial planning for over 6 years, most recently working for an International company, helping clients in areas such as cross-border tax and estate planning and retirement planning.
Hannah looks to build long term relationships with her clients to understand their unique circumstances and objectives. Hannah is committed to achieving the highest professional standing in financial services and is currently working to Chartered Financial Planning status.
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.
