Chloe Wood

Financial Adviser

Qualifications
DIPPFS
expertise
Savings, Investment, Retirement Planning
contact

Chloe is an adviser at Stroud Wealth Management, her journey in financial services began in 2020 after joining a Partner Practice of St. James’s Place, initially as support staff. Chloe’s desire to grow professionally led her back to studying, she then transitioned into the St. James’s Place adviser academy where she received invaluable training and gained her diploma qualification.

Chloe joined the team at Stroud Wealth Management in September 2023, with a passion for empowering clients and guiding them through life’s financial transitions.

Chloe brings a strong desire to make financial advice personal, accessible, and straightforward for all. She thrives on building meaningful relationships with clients, ensuring they feel informed and in control of their finances.

Outside of the office, Chloe is a mother to two children, who keep her energised. Together, they enjoy exploring nature with walks in the woods or by the sea. Chloe’s love for cooking, home organisation, and socialising further enrich her life beyond work. For Chloe, family and friends are everything, providing the support that fuel her through life.

Fitness plays a significant role in Chloe’s lifestyle, as she is an active member of a boxing club and gym. Inspired by her father and colleagues, she’s recently taken up sea swimming and is a running newbie with aspirations to run 10K in the near future. Chloe’s commitment to both her professional and personal endeavours reflect her drive to excel and make a positive impact in all aspects of her life.  

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested.