Meet the Team

Our Advisers

Joe BW CoralJoe BW Blue
Joseph Webster
Managing Director

Joseph graduated from Manchester University in 2011 with a degree in Philosophy, Politics & Economics and worked for a while within financial services, specialising in employee benefits.

Paul BW CoralPaul BW Blue
Paul A. Webster
Director

Paul’s approach is one of problem solving for the client, rather than product selling and the client can expect to receive ‘best advice’ at all times.

Jonathan BW CoralJonathan BW Blue
Jonathan Harris Dip PFS
Senior Financial Adviser

Jonathan has over 20 years’ experience as a fully qualified Financial Adviser, having enjoyed a successful career in both the Private Banking sector and as an Independent Financial Adviser.

Adrian Red 1Adrian Blue
Adrian Russell Dip PFS
Financial Adviser

Adrian Joined Webster Associates at the start of 2022 as a Financial Adviser. His career in Financial Services started at AXA Group, right at the time of the 2007 Global Financial Crises.

The Office Team

Kimberley BW CoralKimberley BW Blue
Kimberley Adamczyk
Practice Manager

Kim joined the Practice in September 2017 as an experienced Paraplanner looking after replacement business.

Jeremy BW CoralJeremy BW Blue
Jeremy Young
Paraplanning Team Leader

Jeremy joined the practice in 2019 and works within our paraplanning team.

Henry BW CoralHenry BW Blue
Henry Brabyn
Paraplanner

Henry joined the practice in 2018 as a Trainee Paraplanner where we sponsored him through the St. James’s Place Paraplanning Academy Programme, which he completed in January 2021.

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Michael Shephard
Paraplanner

Michael joined us in January 2022 as a paraplanner, following a lengthy career in Financial Services

David BW CoralDavid BW Blue
David Etherington
Administration Team Leader

David graduated from the University of Surrey in 2012 with a degree in Business Studies.

Annabella BW CoralAnnabella BW Blue
Annabella Ingle
Technical Administrator

Following a career in the beauty industry, Bella joined us in 2019 as our receptionist. In September 2021 Bella progressed to a role within our admin team.

Tracey BW CoralTracey BW Blue
Tracey Wallis
Personal Assistant

Following a successful career as a Personal Assistant and Executive Assistant at board level, Tracey joined us in 2014.

Julie RedJulie Blue
Julie Hatley
Sales Support Administrator

Julie joined us in September 2023 from a background in Finance and Personal Assistant roles.

Lauren BW CoralLauren BW Blue
Lauren Angell-Evans
Marketing Manager

After studying Business, Lauren has enjoyed a varied background in hospitality, events and marketing.

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Janice Clarkson
Receptionist

Janice hails from New Zealand where she spent many years flying all over the world as a first and business class flight attendant.

Adrian RedAdrian Blue
Adrian Wilford
Technical Administrator

Adrian joined us in October 2023 from a background in mortgages and protection. He now works within our administration team alongside, David, Annabella and Julie.

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Vincent Rassat
Trainee Adviser

Since joining us, Vincent works within our technical team where he started as a trainee paraplanner and is now beginning his journey to become a fully qualified adviser.

Shaun Red 1Shaun Blue
Shaun Anderson
Trainee Paraplanner

Shaun joined us as a Trainee Paraplanner in January 2022 following a brief stint as a Pensions Administrator.

It’s good to talk

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    Webster Associates

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      Webster Associates
      Virginia Villas, High Street,
      Hartley Wintney, Hampshire, RG27 8NW

      The Partner together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner’s Privacy Policy or the St. James’s Place Privacy Policy.

      Webster Associates Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

      SJP Approved 18/3/2024

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