Senior Partner Practice of St. James's Place Wealth Management
Having graduated with a Degree in Financial Management, Dale embarked on a career in Financial Services in South Africa. Dale began her career trading in Foreign Currency Markets, before making the change into Wealth Management.
During her career as a Wealth Manager Dale obtained her CFA (Chartered Financial Analyst), solidifying her passion for advising and building trusted long-term relationships with her clients.
Being attracted to the values, exceptional care for clients and high integrity of the firm, Dale joined the WB Wealth team in 2018.
In her spare her time Dale enjoys Bikram yoga, travelling and being with her family.
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.
WB Wealth Limited is registered in England and Wales, Number 08563741. Registered Office: 11 Hamilton Place, Mayfair, London, W1J 7DR.