I began working in financial services in 1978 and having worked for several companies in our industry where I held a variety of roles ranging from ‘tea boy’ as an 18-year-old, operations manager, adviser and assistant national sales manager to Independent Financial Advisers.
With the support of several clients, who clearly wanted tailored advice and service I set up our family Practice in 2003. I manage pensions, private investments, trustee investments and specialise in Inheritance Tax Planning.
I am extremely proud to have a true family business with values that put the client at the heart of all we do.
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.
I joined the Practice in July 2008 after graduating from the St. James’s Place academy. As David’s eldest son-in-law I continue the family theme which is an important aspect of our practice.
I specialise in providing advice on Pre- and Post-retirement planning, investment planning and protection planning for families and Business’s.
I continue our aim to maintain a family business which strives to develop long term, private client relationships providing bespoke and individual solutions to each client.
I started working within the family Practice in October 2011 focusing on administration and marketing work within the Practice. I am now a fully qualified financial adviser and I am currently studying towards my Chartered status.
I provide investment & pension planning and protection advice. I am also the dedicated mortgage adviser with access to a comprehensive range of mortgages from across the market, which lenders make available to intermediaries.
I work alongside David and Ian to continue the provision of personal, face to face advice, designed to put our clients firmly at the center of everything we do.
I have worked in the banking and financial services industry since 1979 and joined this practice in 2003.
My previous experience has enabled me to provide significant administration and technical support to our Practice and as Managing Director I am now responsible for successfully implementing company policy, controlling the finance and building and maintaining an effective business.
I am very proud to be working alongside my husband and family members to provide a first class, personal and professional service to our clients. Our focus is firmly on our client’s needs and to help build and maintain our relationships.
I am David and Amanda’s eldest daughter and I am married to Ian. I have been working in the Practice since 2004 having been in the financial services industry since 2001.
My role within the company is to build and maintain a strong relationship with our clients, ensuring a high standard of service is provided at all times. I also support the advisers with business processing.
I have been in the financial services industry since 2007 and working within our practice since 2010. I am David and Amanda’s youngest daughter and I am married to Elliott.
As the Practice Manager I am on hand to help with the smooth running of the back office and business submission working closely with Amanda, Natalie and the advisers to make sure they have everything they need to assist their clients.
I joined the practice in February 2018 and I have been in the financial industry since 2009. As Elliott’s cousin, I can also say that I am contributing to the family theme.
My role within the company is to ensure that we maintain our client reviews on a regular basis, organising group client meetings and daily administration support to the team.