Fiona Bolt
Chartered MSCI, CFP™
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, Sole Traders, Professionals and Private clients who wish to plan for their Financial futures. Many focus on retirement planning. However the full spectrum of Financial Planning can be considered as appropriate with each client, dependent on their needs.
She enjoys public speaking and regularly delivers seminars highlighting the importance of retirement 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 likes exploring in the UK and overseas. She also loves spending time with her four adult children, stepson, wife and granddaughter, expecting numbers to increase over the next twenty years!
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.
