Laria Collister

Background

About Laria Collister

I specialise in working with busy professional and entrepreneurial women who are passionate about life and want to gain clarity around their money. Helping them to align their finances with their ‘future perfect‘ and empowering them to feel confident in any financial decisions they make. Problems that my clients normally face: I understand that running a successful career requires hard work, determination, and often long hours. And that these pressures can leave you with little time to sort out your own finances. Uncertain on how much or how long to save for, for your specific goals How I help my clients achieve their ‘future perfect’: Creating a plan that’s specifically tailored to you and achieving your goals Bringing organisation and clarity – removing all technical jargon, so that you fully understand and feel in control of your finances. Being as tax efficient as possible Proactively monitoring your plans. Key to this, is the nature of our on-going relationship – where you are today is not where you will be in 5, 10, 15 or even 20 years’ from now and it’s my mission to make sure at every stage of life, that we’re on track to achieve your goals. Allowing you to spend time focusing on what’s most important to you. It can sometimes feel daunting to take the first steps and reach out for professional advice. However, when done right, financial planning should be a healing modality that reduces, not adds stress, enabling you to enjoy a full life! At the end of the day financial planning is life planning! Please do feel free to get in touch through a direct message on LinkedIn, or use the contact information below: 07878787143 laria.collister@sjpp.co.uk Castell Wealth Management 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 The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. Castell Wealth Management is a trading name of Castell Wealth Management Ltd.