Tasha Pullen

About me My journey within the financial service industry started 31 years ago in South Africa. My family is from a banking background and proudly so I followed in their footsteps. After working my way up within the banking sector I was offered a scholarship in Financial Planning. My journey here began in 2011. During the very difficult time of Covid and living apart from my parents I realised what is truly important for me and my daughters. And honestly for me it is about family. My daughters Ashlee, Emma and dog Cassey relocated to the beautiful Devon in the United Kingdom in December 2020 to be closer to my parents as well as giving Ash and Em new and exciting opportunities. The reason I became a Financial Planner is because I have a passion to help people. I enjoy helping my clients make sense of their goals and aspirations, building relationships with my clients and their families to help them plan their financial futures. I love what I do because I know I make a difference in my clients lives. One does this by stepping in their shoes and always putting their needs first, ultimately I connect the dots. My advice covers all areas of Financial Planning including, retirement planning, risk protection, savings, and investments. More details are available on my website at www.hamiltonpullenfp.co.uk. My emphasis is on maintaining a long-term relationship with my clients and providing them with a source of trusted advice as their needs evolve over the years. 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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 23/09/2024