Imogen Allard
Diploma in Regulated Financial Planning
Imogen has been in the industry since 2015, where she initially headed up the Paraplanning Team at her previous company and then progressed into becoming an adviser, bringing her extensive knowledge of pensions with her. Imogen covers all areas of advice, but specialises in complicated areas like final salary pensions, protection planning and ensuring her clients are as tax efficient as possible. Imogen is extremely passionate about reducing our carbon footprint, which includes not only influencing our team at AW, but also her clients.
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.
About
Imogen is very competitive which has driven her not only in her career, but all sports including horse riding, wakeboarding, MotorX, triathlons etc. Most recently she was supposed to be swimming the channel for charity - unfortunately this has been postponed due to Covid, but we will keep you updated on this.
She is very passionate about staying active and travelling the world, there are so many places to see and it is important to make sure these places continue to be beautiful, which ties into her love for the environment. Enjoying the outdoors and activities, is when she is happiest!
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.
