Fiona Bolt
MBA, MSCI
Fiona has worked in the financial services profession for 20 years. As a goals based financial planner, she helps clients to develop bespoke plans to meet their aspirations and goals. Employing cashflow modelling helps them to visualise their futures at different life stages. It’s all about helping them find their financial freedom.
About
Clients tend to be business owners, professionals and private clients who wish to focus on pension planning and retirement planning. Also, trusts & estate planning – how to ensure wealth can be passed tax efficiently through the generations.
Fiona is also a SOLLA accredited specialist later life Adviser, helping clients to navigate care options, constructing plans to help provide monies to cover future care costs and understanding benefits and options available.
She enjoys public speaking and regularly delivers seminars highlighting the importance of pension planning and demystifying this.
As a business, commitment to give back to the local community is achieved through a range of sponsorships and charitable donations. Currently we are proud sponsors of the Withycombe Ladies Rugby team and Budleigh Salterton Bowls Club and support Hospiscare.
Fiona is also a Trustee of the Open Door Charity in Exmouth.
In her spare time, she plays golf, sails, and loves to travel.
Trusts are not regulated by the Financial Conduct Authority.
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.
