Yasmin has worked in the financial services sector since joining Scottish Equitable as Management PA in 1989.
After leaving to start a family, Yasmin returned to work, initially helping Mark when needed at Independent Money Matters in 2002. However, all these years later she is still working with Mark but now as the Client Servicing Manager at Wealth Strategies.
Yasmin enjoys book club, keeping fit, good food, catching up with friends, holidays abroad with her family and has recently started voluntary work.
Matt joined Wealth Strategies in June 2017 originally starting as a Business Administrator where his job role included engaging with clients as well having an active involvement in the business processing and submission stages.
Since obtaining a First-class honours degree in Finance from Coventry University, Matt has progressed to a Paraplanner role where he efficiently prepares research, analysis and client financial recommendation reports. Matt is currently studying for his diploma in regulated financial planning and aspires to move into an advisory role upon completion. In to the future Matt wishes to continue his studies with the intention of obtaining chartered status.
Matt enjoys running cash flow models and using retirement forecasting tools to accompany our analysis and Mark’s recommendations in order to map the financial future of our clients.
In his spare time, Matt enjoys playing rugby as well as practicing for and competing at national pool events.
Chelsy began in the financial industry 20-years ago and joined the company – J. Rothschild Assurance, as it was then known - which is now St. James’s Place; as an Executive Assistant. She is now a highly experienced Accredited Practice Manager, whose day to day role is to streamline the workings in the office and day to day business management.
Chelsy joined Wealth Strategies in the summer of this year and engages in many roles within the Practice; including client engagement, business processing, schedules and all areas of planning.
In her spare time; Chelsy enjoys spending time with her children, socialising with friends and horse riding.