Shonagh Livingstone
Shonagh is a Chartered Financial Planner & Fellow (the highest Financial Planning Qualification within the industry) who focuses on Retirement, Investment & Inheritance Tax Planning. She has jointly owned PW & Partners along with Martha Martindale since 2020 and together they have been successfully and organically growing the business.
Before joining PW & Partners in 2012 as an Adviser, Shonagh spent 11 years providing Financial Advice within HSBC.
She believes there should be a strong and trusted relationship between client and adviser, that everyone is unique and with this in mind she really takes the time to get to know her clients – striving to offer financial planning advice that meets their individual needs and objectives – now and for the future.
Areas of expertise that Shonagh can advise on:
- Retirement Planning
- Investment Planning
- Inheritance Tax (IHT)
Her approach also means that even if no immediate action is taken, her clients will leave having a complete picture of all their financial needs and the action required to fulfil them.
PW & Partners Ltd 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.
SJP Approved 27/09/2023