Meet our team
Meet the dedicated team behind our outstanding client service. As a leading Practice of St. James's Place, we take pride in building lasting relationships and delivering expert financial advice.
If you’re interested in joining our team, we’d love to hear from you - feel free to contact us.Senior Leadership Team
Meet the experienced leaders guiding our Practice and shaping the vision behind our client-first approach.
Katy Davies
Operations Manager
Mark Jones
Technical Manager
Financial Adviser Team
Get to know our expert financial advisers who are dedicated to helping you achieve your goals with clear, personalised advice.
Office Team
Meet the friendly and efficient office team who keep everything running smoothly and ensure you receive the highest level of support.
Angela Miller
Office Manager
Emily Mooney
Client Servicing Team Leader
Shirley Gleadhill
Case Manager Team Leader
Lucy Iball
Paraplanner Team Leader
Kathryn Matheison
Receptionist
Helen Meredith
Receptionist & Client Servicing Assistant
Murphy-Jo O'Reilly
Digital Marketer & Event Coordinator
Aimee Rawlinson
Case Manager
Samantha Coffin
Case Manager
Darren Jones
Case Manager
Rebecca Henshaw
Case Manager
Carla Millington
Client Servicing Assistant
Elise Peatfield
Client Servicing Assistant
Ella Hardy
Client Servicing Assistant
Sophie Hayes-Jones
Client Servicing Assistant
Julie Croston
Client Servicing Assistant
Daniel Cheesborough
Paraplanner Administrator
Jess Louw
Paraplanner Administrator
Jessica Henshaw
Mortgage Administrator & Paraplanner
Caryl Williams
Paraplanner
Grace Chester
Paraplanner
Jasmine Robinson
Paraplanner
Holly Thomas
Paraplanner
Josh Randles
Paraplanner
Anand Duhra
Paraplanner
Sam Gleed
Paraplanner
