Jenna joined Williams Birley Wealth Management as a Practice Manager in 2016.
As Practice Manager Jenna is responsible for organising and coordinating office operations and procedures to ensure the smooth running of a very busy Practice. In addition to this Jenna is also responsible for business processing, report writing and all aspects of client servicing, ensuring the highest level of standards are maintained throughout.
Jenna has over 7 years’ experience in the Financial Services industry and has gained her risk management qualifications through Kaplan Professional.
Jagdeep joined Williams Birley Wealth Management as a Para-planner in July 2013, having subsequently completed his training within a similar role for another St. James's Place Partner Practice. His role primarily involves liaising with the Practice Partners to produce client specific reports and research.
Jagdeep has a wide Financial Services background having previously worked within a number of Financial Advisory Firms and a Financial Compliance Provider as an Administrator, PA and Compliance Assistant.
Pamela joined Williams Birley Wealth Management as an administrator in June 2015. Her role primarily involves liaising with the Practice Manager and Practice Partners to process business and general office administration duties.
Pamela has over 20 years experience in the finance sector as an administrative assistant, making her a highly experienced and capable professional.