Vicky Menzies
Vicky started her career in Financial Services in 2005, working for a large Insurance Society in Edinburgh. She has been a qualified Financial Adviser since 2013. Vicky joined DWM Financial Planning Ltd in 2017.
She has received recognition in previous roles through her excellent client service and we are pleased to have her on board to help our clients achieve the best financial outcomes for their needs. Vicky advises on a wide range of important areas including Retirement planning, Investment planning, Protection and Inheritance tax planning.
About
Outside of working life, Vicky has two young children who keep her busy. She loves family life and travelling, and would like the gaps between family holidays to be much shorter.
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.
