Vicki Roscorla Financial Planning
Oakley
Oakley
Vicki is a financial planner who works with you to determine your financial goals and recommend actions to help you achieve them.
Vicki Roscorla Financial Planning 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.
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What do you love most about your job?
Helping people plan ahead to achieve their dreams!
What inspired you to start your own business?
I like to be in control of my destiny and have the ability to work flexibly around my children - the standard 9-5 doesn't work as well for me as the 9-3/7-9!
Why should our clients choose you?
I like to work in a jargon free environment, educating and guiding my clients along the way towards achieving financial wellbeing.
Can you provide your services online or remotely? If so, please add details.
I work face to face or via zoom, depending upon my client's location.
Financial advice
