Natalie Norman
CFPᵀᴹ Chartered MCSI
Hi, I’m an experienced financial planner who is passionate about helping individuals and businesses feel more confident and in control of their finances. Before moving into finance, I spent several years as a dance teacher, which shaped the patient, supportive way I work today. I believe in building strong relationships and guiding people step by step, creating plans that feel clear, manageable, and give real peace of mind about the future.
About
My career didn’t begin in finance — it began in a dance studio. After more than 15 years as a dance teacher, I took a leap into financial services over 12 years ago, not fully knowing where the path would lead. Starting as an administrative assistant, I progressed to a paraplanner role before qualifying as a financial adviser in 2019 and achieving Chartered-level qualifications in November 2023.
For the past six years, supporting clients directly as an adviser has been the most rewarding part of my career. I enjoy helping people make sense of their finances, plan confidently for the future, and sometimes even retire earlier than they imagined. My approach is personal, straightforward, and centred around building long-term relationships.
I believe financial advice should feel clear and reassuring, giving clients confidence in every financial decision they make.
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.
