Associate Partner Practice of
St. James's Place Wealth Management
 

Kelly Watson, Paraplanner

Kelly has 12 years’ experience in the financial services industry, 6 years’ working with St. James’s Place. I completed my level 4 Diploma in Regulated Financial Planning in January 2015 and became a St. James’s Place Accredited Practice Support Specialist (Platinum Standard) in March 2019. During the last five years, I have supported several established St. James’s Place Practices, including MD Wealth Management with a comprehensive paraplanning service allowing us to maintain our high standards of customer service.

In Kellys’ spare time, she enjoy travelling, yoga and spending quality time with family and friends.