Senior Partner Practice of St. James's Place Wealth Management
Eileen joined Buchan Wealth Management in December 2019. She will work closely with the team of Advisers within the Practice. Eileen is responsible for managing the smooth running of all office administration within Practice on a day to day basis. Eileen will strive to build great client relationships with all our clients and assist in general queries ensuring she consistently delivers a high standard of service to clients.
Eileen’s duties will include liaising and assisting clients, client management via CRM systems, office administration and marketing for the business.
Eileen has extensive customer service experience and a good knowledge of accounting and financial administration. As such she has the required skills to help enhance our back-office support.
Out with the office, Eileen enjoys crafts, socialising with family and friends, eating out and going on holiday.
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.
Buchan Wealth Management Ltd is registered in Scotland, Number SC471692. Registered Office: 10 Broad Street, Peterhead, Scotland, AB42 1BY.