Una King
ACMA, Dip PFS
We work with you to create a plan that works for you and your family so that you can have time to focus on what is important to you.
We all know that the world is constantly changing so we will review your objectives and financial plans regularly to ensure they remain current and accurate.
About
Una King, the Principal of Una King Wealth Management and I have over 25 years of helping people and businesses with their finances.
I pride myself on building long term relationships with my clients.
The level of satisfaction may be judged by the client testimonials on my website.
I am committed to ensure my industry and specialist knowledge remains relevant and up to date, so I focus on my personal development which allows me to provide a rounded and professional service.
Outside of work I enjoy gardening, travelling and catching up with friends.
If you would like to find out more about how the St. James's Place award-winning wealth management and St. James's Place distinct approach to investment management can benefit you, please feel free to get in touch for a no-obligation meeting. We all have our own financial aspirations but how we go about achieving them is key.
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.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
