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Emily Orr
Business Services Coordinator at Eight Wealth Management
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Work Experience
Dec 2022 - Present · 2 years
Business Services Coordinator
Oct 2023 - Present · 1 years and 2 months
Lead Data Administrator
Dec 2022 - Oct 2023 · 10 months
Branch Administrator
Apr 2019 - Dec 2022 · 3 years and 8 months
Company Details
51-200 Employees
At Eight Wealth Management Ltd, a Principal Partner Practice of St. James's Place Wealth Management, we have a wide range of expertise and knowledge, developed over many years, to help people - both individually and in business - fulfil their aims and aspirations, as well as offering that all important 'peace of mind' for the future. Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you. We aim to deliver our commitment by: - Providing personal face to face financial advice - Giving you the opportunity to review your financial affairs regularly - Effectively managing your investments via our distinctive approach - Keeping you informed of the latest news - Listening to your feedback - Offering you seminars and events We do not provide off the shelf solutions, but we offer the benefit of a single relationship for all of your financial planning needs. We strive to offer the very best service to develop great relationships. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. Eight Wealth Management Ltd 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 at 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.
Year Founded
2008
Social Media
Linkedin
Industry
Financial Services
HQ Location
1460 Parkway Whiteley, Hampshire PO15 7AF, GB
Keywords
Retirement PlanningInvestment PlanningTax PlanningLong Term CareMortgages & ProtectioCorporate Financial Planning
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