The Practice is supported by the following key personnel:
Georgina has joined the Practice from a major Financial Services provider.
Since joining St. James's Place Wealth Management, she has demonstrated her commitment to helping clients and is a professional and reliable individual. Georgina’s role is to provide her clients with a personal face to face service, building long term, trusted relationships, helping Clients, try to achieve their financial goals.
She is experienced in helping people with their Financial Planning and welcomes enquiries from both the personal and business communities.
Emma has previous experience in Retail Banking and the customer services industry and now supports the Practice in numerous ways, including client events, hospitality and marketing.
Heather has over 25 years experience in Financial Services with a major High Street Bank and has a key role in managing the services of the Practice to make sure they meet with the individual needs of clients.
Christine manages the day to day client relationships to ensure the Practice delivers a personalised and professional service. She has in excess of 25 years experience in Financial Services with a major High Street Bank.
Michaela joined the Practice after 21 years service with a major International Bank and manages both private and business client requirements.
Linda contacts potential clients who have made enquiries about St. James's Place via advertising and promotions. She is also responsible for booking appointments and diary management.
As an Adviser for St. James's Place, Terry is responsible for meeting with clients and providing wealth management advice to both individuals and businesses. Terry's aim is to help identify your financial priorities and objectives, and then develop a strategy to achieve these goals within your desired time scales. Once this plan is in place Terry is committed to giving a bespoke personal service tailored to your specific needs with a focus on building a long-term relationship. From the moment that you decide to become a client, we aim to demonstrate the value of this relationship through the service that we deliver to you on an ongoing basis.
Having been in the Financial Services industry for over 31 years Terry has built up an exceptional knowledge allowing him to advise my clients on a wide range of wealth management products to suit their needs. St. James's Place ensures that the needs of our clients are met promptly and effectively. As well his own experience and knowledge, we can call on any number of specialists either within St. James's Place Wealth Management or from a carefully selected number of industry experts or providers. We frequently work alongside clients own solicitors and/or accountants and in this way an appropriate solution can be found for any given situation. Financial planning can be complex at times and our aim at St. James's Place is to present the necessary information to each client in a clear manner to ensure that each aspect can be understood.
This website outlines our wealth management services and expertise which we hope you will find informative. We very much look forward to building a professional and valuable relationship with you in the future.