Tasha Pullen
PgDip Financial Planning ( UFS ), Investment Advice Diploma (CISI)
I am an experienced Financial Planner with a demonstrated history of working in the financial services industry. I am highly service focused with a natural ability to communicate, advise and support my clients whilst offering truly goal based financial advice.
Specialisms:
About
Hamilton Pullen Financial Planning, Associate Partner Practice of St. James's Place. One of the UK’s Leading Wealth Management Organisations.
I often get asked, “What is your passion?” I can honestly say it's People. I love what I do because I know I make a difference to my client’s lives. One does this by stepping in their shoes and always putting their needs first. I help connect the dots.
What I do at Hamilton Pullen Financial Planning is plan and build a strategy around meeting your goals.
I aim to enrich my client's overall experience with honesty, trust, transparency, sound knowledge and ultimately putting you first.
Testimonials
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.
