Chelsie Purling
Senior Protection Adviser @St. James's Place
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WORK HISTORY
Senior Protection Adviser @St. James's Place
St. James’s Place Protection Planning is a wholly-owned St. James’s Place Wealth Management business resulting from the purchase of Future Proof protection-only advice business. St. James’s Place Protection Planning has been established to provide St. James’s Place Partners with a specialist referral facility and will apply the same principles and guidance as the Partnership, to ensure all clients receive the highest quality of advice. Crucially all our advice is covered by the 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 at We are able to assist Partners and their clients throughout the UK as all advice is provided over the telephone. All advisers are appropriately accredited, experienced and overseen by both local management and field-based risk managers. Advice covers products such as life insurance, income protection and critical illness insurance and is designed to protect client\'s families, mortgages, wealth and businesses. The Partner/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). The \'St. James\'s Place Partnership\' and the titles \'Partner\' and \'Partner Practice\' are marketing terms used to describe St. James\'s Place representatives.
EDUCATION
Fareham College
VTCT Diploma
Crofton Secondary School
GCSE
Chartered Insurance Institute
CII
St Vincent College
AS Level
Chartered Insurance Institute
CII
St Vincent College
BTEC
ABOUT CHELSIE PURLING
Senior Protection Adviser at St. James’s Place Protection Planning
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