I began working in financial services in 1978 and having worked for several companies in our industry where I held variety of roles ranging from ‘tea boy’ as an 18 year old, operations manager, adviser, assistant national sales manager to IFAs.
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 and trustee investments.
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 and as David’s eldest son-in-law I continue the family influence which is an important aspect of our practice.
I specialise in providing advice around retirement planning, investment planning and protection planning and I am also our dedicated mortgage adviser with access to a comprehensive range of mortgages from across the market, which lenders make available to mortgage intermediaries.
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 spent my first year working in various departments in St. James's Place head office such as Investment Management, Pensions and Marketing .
I am now in training to become a financial adviser alongside David and Ian to continue the provision of personal, face-to-face advice, designed to put clients firmly at the centre of everything we do.
Having worked in the banking and financial services industry since 1979, my experience has enabled me to provide significant administration and technical support to our Practice.
I am very proud to be working alongside my husband and family members and I am able 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 and 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 ensure we maintain our client reviews on a regular basis, organising group client meetings and daily administration.
I have been in the financial services industry since 2007 and have been working for the practice since 2010. I am David and Amanda’s youngest daughter and I am married to Elliott.
I work alongside Natalie providing administration support to the team.