Louise Winn

DipPFS

My career began after university as a Social Worker, where I spent six rewarding years supporting and helping others. This experience strengthened my passion for understanding people, building trusted relationships and helping individuals achieve positive outcomes. 

My own experience of purchasing my first home sparked an interest in mortgages and financial planning. I decided to undertake the necessary qualifications to become a Mortgage Adviser, which opened the door to a career in financial services. 

In 2021, I joined another St. James's Place Practice, initially as an Administrator before progressing to Adviser Assistant. In 2023, I successfully graduated from the SJP Financial Adviser Academy, marking an exciting next step in my career. I joined Tony Anderson shortly afterwards and am currently working towards becoming a Chartered Financial Planner. 

I feel very fortunate to be part of such a committed, supportive and friendly team. Working alongside people who share the same values and commitment to delivering a high level of service makes my role particularly rewarding, and I enjoy being part of a team where we genuinely support one another. 

I have a genuine interest and curiosity in people and enjoy taking the time to understand what is important to each individual. Everyone has different ambitions, priorities and circumstances, and I believe it is important to really listen and understand these before developing a financial strategy. Whether the goal is personal or financial, I enjoy helping clients work towards the things that matter most to them, whatever their timescale. 

My passion lies in building strong, long-term relationships with clients and becoming someone they can trust and turn to throughout the different stages of their lives. I hope that, when an important financial decision or life event comes along, they think of me as someone who can provide guidance, support and a clear plan to help them move forward. 

Outside of work, I enjoy spending time with my family and keeping up with my young son. In my spare time, I enjoy going to live music events, eating out at Bristol’s many fantastic restaurants and going to the gym. I also have a real passion for travelling and love exploring the world, experiencing different cultures, discovering new landscapes and, of course, enjoying the food along the way.

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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.

B E Wealth Management Ltd is registered in England and Wales, Number 16188555. Registered Office: Saville Court, 11 Saville Place, Bristol, BS8 4EJ.