Meena Halai
DipPFS
I have worked in the Financial Services Industry for over 20 years. As a consequence, I have now established many working relationships with individuals within this sector due, in part, to the insight and understanding that I have for their specific financial requirements – whether these be personal or corporate.
I am committed to ensuring that my industry knowledge remains relevant and current by placing a strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and principled service.
About
Our understanding of your current financial situation is the keystone to the formulation of a financial plan to meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish. An achievable goal is a dream with a deadline.
Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. It is fundamental to review your financial situation if there are any changes to your circumstances, such as starting a family, changing jobs, divorce, bereavement or receiving an inheritance. By having regular financial reviews you could also take advantage of any developments in legislation and changes in tax laws.
We work closely with other professionals such as solicitors, accountants and other financial services specialists to ensure our clients receive the best advice available.
Outside of my business, I am a keen walker and trekking expeditions are my passion. I have two children and understand the need for growing and preserving wealth to be used for today and the next generation.
Charity is also important to me and I regularly participate in events to raise money for my chosen charities.
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 25/10/2022
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.
