Senior Client Services Administrator
Vicki at work
Before joining Stonegate Wealth, I worked as a financial planner in the USA for an independent financial advice firm. I hold the Series 65 and CFD qualifications from the USA, as well as the CII R01 and CII R05 qualifications in the UK.
On a day-to-day basis, I support the wider team, help to solve problems, and ensure client work progresses smoothly. I also speak directly with clients, helping to answer their questions and provide the support they need.
QualificationsQualifications
Stonegate Wealth Management is a trading style of The Stonegate Wealth Group Ltd. The Stonegate Wealth Group Ltd is authorised and regulated by the Financial Conduct Authority (FCA) under reference 945057.
Registered office – Bellwether House, 20 Stafford Street, Stone, Staffordshire, ST15 8QW
The information contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The Financial Conduct Authority does not regulate trust and taxation advice as well as some forms of estate planning. You should be aware that investments carry varying degrees of risk and as their underlying value can fall as well as rise you may not get back the full amount invested.
If you wish to register a complaint, please write to Stonegate Wealth Management, Bellwether House, 20 Stafford Street, Stone, Staffordshire, ST15 8QW or telephone 01785 876222.
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567
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