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’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 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.
Kim joined the Practice in September 2017 as an experienced Paraplanner looking after replacement business.
Jeremy joined the practice in 2019 and works within our paraplanning team.
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.
Michael joined us in January 2022 as a paraplanner, following a lengthy career in Financial Services
David graduated from the University of Surrey in 2012 with a degree in Business Studies.
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.
Following a successful career as a Personal Assistant and Executive Assistant at board level, Tracey joined us in 2014.
Julie joined us in September 2023 from a background in Finance and Personal Assistant roles.
After studying Business, Lauren has enjoyed a varied background in hospitality, events and marketing.
Janice hails from New Zealand where she spent many years flying all over the world as a first and business class flight attendant.
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.
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 joined us as a Trainee Paraplanner in January 2022 following a brief stint as a Pensions Administrator.
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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