Kerri Drabble
Dip PFS BSc(Hons)
I am a Wealth Management Consultant at Valantine Associates, a Senior Partner Practice of St. James's Place. I am professionally qualified attaining my Diploma in Financial Planning.
About
I provide trusted holistic financial advice to individuals and their families helping them with bespoke practical solutions to the financial issues that concern them most. To aid their financial security by planning now for their future to help them to live happy fulfilled lives.
I have specialised in Investment Planning, Pension Planning, Inheritance Tax and Trusts* for many years and have a wealth of knowledge and experience in these areas.
My emphasis is on maintaining a solid long-term relationship with my clients and their families to provide them with a source of trusted advice as their financial needs evolve over the years, helping them change their financial lives for the better and reach their financial goals.
I am a fully qualified Financial Adviser within Valantine Associates and have been for many years now. Before this I was the Business Manager focusing on solid client relationships and running the day to day business and prior to this I was a Surveyor and hold a BSc(Hons) degree.
I am married to Andrew and have two amazing daughters. I am also Christine’s daughter. As my mum, I strongly believe that health, family and friends are life’s true wealth, but by also making your investments work as effectively as possible to secure your financial security and provide you the choices to live life how you want as well as combining planning for your children to inherit your wealth helps you live a happy fulfilled life.
I am passionate about supporting my clients to help exceed their financial expectations and also to support their families, this gives my clients the peace of mind knowing that their children will be provided trusted advice when they need it. Please browse client testimonials below.
The value of an investment with St. James's Place will be directly linked to the performance of funds selected and the value may therefore fall as well as rise. You may get back less than the amount invested.
*Trusts and some areas of Inheritance Tax Planning are not regulated by the Financial Conduct Authority.
Testimonials
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. Partners: Kerri Drabble
