0330 038 8938
Based in Wakefield
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FCA Regulated
Last checked: 06 March 2025
Angeline and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Verified reviews: 100%
Angeline has received 11 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 05 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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38
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Angeline
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Angeline (based on 38 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Last checked: 06 March 2025
Angeline and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Verified reviews: 100%
Angeline has received 11 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 05 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Qualifications not yet added
Angeline has not yet added their qualifications to their profile
Transparent Fees
Fees not yet added
Angeline has not yet added their fees to their profile
38
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Angeline
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Angeline (based on 38 first impressions)
I help successful people make better decisions with their money. Named by The Times newspaper as one of the Top Rated Financial Advisers in the UK, 4 years running. I am deeply passionate about taking money stress away and helping people and businesses build a financial plan that works, giving them confidence that their financial future is taken care of. You might wonder how much you need to save in order to comfortably retire or the best way to pass on your wealth to your family. Perhaps your concern is how you get money out of your business tax efficiently. I enjoy taking these financial concerns away and adapting that financial plan when circumstances change. My job is simply to help your money work harder so you can get out there and enjoy life as much as you do now, in the future! I specialise working with creatives in the entertainment industry as well as directors of businesses. I am also a Final Salary Pension Transfer Specialist so feel free to ask me anything relating to Defined Benefit pensions. 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 xx/xx/xxxx
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Angeline's clients
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