Tatiana is a Director of TR Financial Planning Ltd, an Associate Partner Practice of St. James's Place Wealth Management. She has 15 years of experience in the financial industry including Credit Suisse, Barclays Wealth, Citigroup and Halifax.
Tatiana has extensive expertise in financial advice for retail, HNW and professional clients in the UK and EMEA. She is RDR Level 4 qualified and has a degree from Moscow Power Engineering Institute (Technical University).
At the Well-being Week
, Tatiana Bateson will talk how COVID-19 has impacted personal finances and what steps to take now to maintain financial well-being after the lockdown. Contact details: [email protected] www.trfinancialplanning.co.uk linkedin.com/in/tatiana-bateson-sjp
TR Financial Planning Ltd is FCA regulated ref. 915206