Jane is our Practice Manager and provides technical support to Clive. She provides assistance in the building of solutions for new and existing clients on a range of wealth management areas including taxation, investment and retirement planning.
Jane has 20 years experience within Financial Services and fully appreciates the importance of providing the highest quality of customer service to our clients.
In 2012 Jane completed her CII Diploma in Financial Planning (DipPFS) and is currently working towards Chartered status.
Away from the office, Jane enjoys keeping active and spending time with her family and friends.
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.