Following a 20-year career as an Account Manager within the business management sector, Louise joined the Practice in 2017 after graduating from the prestigious St. James’s Place ‘Next Generation Academy’.
Louise brings across her client relationship skills and passion to help people to the role and advises across all areas of financial advice. She is particularly interested in retirement planning and the transfer of intergenerational wealth, which has helped develop a strong professional female-focused client base.
Having completed the Level 4 Diploma qualifications, Louise is continuing her path towards Chartered Status.
Joanne has over 20 years experience within the financial sector, purely within the St. James’s Place Group. Joanne started her working life with one of the founder Partners of the St. James’s Place Group (formerly J. Rothschild Assurance) and has worked for Steve since he took over the Practice in 2003, giving her a great depth of knowledge of our clients.
Joanne provides an essential paraplanning and business process service as well as the back-office support associated with a busy financial services Practice.
Vicky joined the team in April 2019, having known Steve for over 30 years due to shared careers at Natwest Bank. Vicky may be the newest member of the team but brings with her a wealth of knowledge within the retail banking sector as well as over 20 years’ experience in delivering excellent customer service.
Vicky is looking forward to providing high quality client and internal support to the business.