Deborah Waltier
APFS
Deborah has in excess of 20 years successfully working in the Wealth Management Sector giving best advice to clients. Prior to this she worked within Personal Tax for the HMRC and in private practice which has proved invaluable for advising clients.
About
As a Fellow of the Chartered Insurance Institute and Partner of St. James's Place she provides a wide range of wealth management services to individuals and businesses. Her emphasis is on maintaining long-term relationships with her clients to provide them with a source of trusted advice as their financial needs evolve over the years.
Outside of work, Deborah has a wealth of experience advising charities and schools through a number of trustee roles and is widely involved in the wider community.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
