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.
Simon joined Williams Birley Wealth Management in December 2016 after previously training as a Paraplanner at another St. James’s Place Partner Practice.
Simon works directly with Partner, Andy Birley, and is responsible for liaising with clients to make sure their client experience is of the highest standard. In addition to this Simon is also responsible for overseeing all aspects of the business operation to ensure our clients individual needs are met.
Simon is a law graduate, who now has over 4 years’ experience in the Financial Services industry and is currently studying towards his Diploma in Regulated Financial Planning in Summer 2018.
Jagdeep joined Williams Birley Wealth Management as a Paraplanner 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 Independent Financial Advisory Firms and a Financial Compliance Provider.
Jagdeep has completed the Diploma in Regulated Financial Planning and Certificate in Mortgage advice.