Worrall Financial Management Ltd
Associate Partner Practice of St. James's Place Wealth Management
“Elizabeth has helped me in so many ways over the last couple of years. She always explains things in ways I can understand. Her advice and support has been invaluable and I would not hesitate to recommend her.”
Jo Chalupka, Nurse Practitioner
“I’ve found the meetings and information given, very informative and tailored specifically for me. This enabled me to make informed decisions about a few areas of my financial portfolio. Elizabeth is extremely patient and very professional and I have appreciated this greatly.”
J Priestley, Consultant
“I would describe Elizabeth as a totally professional, thorough and confidential person, who has always put my needs first. She has always taken time to make me aware and ensure my understanding of the different options available and has been patient and diligent in providing the support and advice required. I would be more than happy to recommend her to my closest friends and trusted family.”
Julie Powell, HR Business Partner, Wakefield
“Elizabeth has always endeavoured to provide sound and appropriate advice relevant to my current financial circumstances. Her professionalism has been of the highest calibre. I would certainly recommend her to anyone considering financial advice.”
“Elizabeth provided the holistic financial advice that I’d failed to find in the past. The internet can provide a wealth of information at your fingertips and other providers can offer advice specific to their area (pensions etc.) but knowing that Elizabeth is experienced and qualified to assess your own personal circumstances is very valuable and reassuring.”
Leanne Taylor , Design Consultant
“I had no doubt about asking Elizabeth to help me review my finances. She came and spent time with me to gather all the information on my existing policies and pensions, which she then used to put together different options for me. She explained things in a way that I understand and I would not hesitate to recommend Elizabeth to anyone. She is warm, friendly and down to earth and offers exceptional service and advice.”
Joanne Wharam , People & Team Development Coach , Sheffield
“Elizabeth has been a great support and has pulled all my finances together in a straight forward manner, listening to my concerns and explaining options in layman’s terms. The advice has been professional and friendly and easy to understand. I have already recommended the service to family members and would not hesitate to do so again.”
Name Supplied, Reception and Marketing Manager
“Elizabeth is very knowledgeable and good at putting information across in a manner which is easily understood. She has advised me in areas where I can save money by utilising my company to financially contribute towards my personal pension. She is always there for personal support/advice and I would recommend her highly.”
C & R Penrose Ltd, Courier, Sheffield
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.
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.
Worrall Financial Management Ltd is registered in England and Wales, Number 9572484. Registered Office: 68 Broadlands Avenue, Owlthorpe, Sheffield, S20 6RL.