Jane Blezard is a newly appointed Principal Adviser at James Trickett & Son (Financial Services) Ltd. She has 24 years of industry experience and 14 of those have been with James Trickett.
She began her career in financial services in 1995 as an assistant to an IFA and progressed her career to become a mortgage adviser at a well-known regional broker in 2003, before moving to James Trickett in 2004.
Her commitment to excellent service and providing a top rate experience has led to Jane pursuing the goal of become a chartered financial planner, the summit of achievements in the financial planning world. Jane has a strong understanding into the cryptic world of pensions, and is one of the key areas she has elected to make herself an expert in.
Although a talented in investments, protection and mortgages, her natural proclivity to understand client’s needs and logical approach to crafting solutions makes pensions a key area in Jane’s professional range of skills.
Outside of work Jane is kept busy with a young family and enjoys unwinding at the weekends with family trips and days out. Jane also enjoys cooking for her family and friends with recipes from her travels to India and Thailand.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Lisa has over 17 years’ experience as a financial services administrator, the last 14 have been with St. James's Place. She is responsible for processing business and ensuring a smooth running of operations.
For valuations and servicing queries please call Lisa on 01706 831132
A new addition to the Practice, Theo provides support to the team and is our mortgage administrator.
He has recently gained his Certificate in Mortgage Advice and hopes one day to qualify as an adviser.