Principal Partner Practice of
St. James's Place Wealth Management
 

Katy Tilston, Practice Manager

  • Complete oversight and responsibility for the day to day running of the Practice
  • Supporting the Practice Directors in the development of the Practice
  • Holds a Level 4 Higher Education qualification in Leadership and Management and is currently in the process of studying towards a Level 5 Foundation Degree in Applied Business Management
  • In her own time, Katy enjoys keeping fit in the gym, taking part in local running races, and is kept occupied by her 12-year-old springer spaniel

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Angela Miller, Office Manager

  • Oversees the financial element of the business and premises alongside meeting and greeting clients
  • Provides support to the Practice manager
  • Angela enjoys going to the gym, watching films and spending time with her family

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Sophie Chambers, Paraplanning Team Leader

  • Oversees general workflow and standards in the Paraplanning team
  • To assist with adviser recommendations and preparation of technical suitability reports
  • Sophie travels frequently to see her family in North Devon, enjoys cooking and spending time with her niece, Olivia

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Kirsty McKay, PA Team Leader & Marketing Specialist

  • Responsible for marketing activity in the Practice
  • Oversees general workflow and standards in the PA team
  • Kirsty enjoys spending time with her family and friends. She enjoys keeping fit with gym & dance classes and walking her two sausage dogs, Daisy and Hugo

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Fiona Clarke, Personal Assistant to Ben Gittins

  • Provide support to the adviser team
  • Handles client queries, prepares materials for client meetings and helps towards the running of the Practice
  • Outside of work, Fiona can’t keep herself from going on active adventures whether it be close to home or further afield

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Emily Mooney, Personal Assistant to Gwyn Edwards & Tom Hadlow

  • Provide support to the adviser team
  • Handles client queries, prepares materials for client meetings and helps towards the running of the Practice
  • Emily enjoys spending time with her family and friends. Emily also has a French Bulldog, Theo, who she enjoys taking out on different walking adventures

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Shirley Gleadhill, Mortgage Administrator to Jonathan Peatfield

  • Provides support to the mortgage department
  • Handles client queries and assists with the mortgage application from start to finish
  • Shirley enjoys spending time with her husband, family and friends. She enjoys training and spin classes at the gym, and going for walks with her 2 spaniels

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Lisa Phillips, Personal Assistant to James Parry

  • Provide support to the adviser team
  • Handles client queries, prepares materials for client meetings and helps towards the running of the Practice
  • Lisa enjoys spending quality time with family and friends, and likes to keep fit through outdoor activities and gym sessions

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Sophie Hooson, Personal Assistant to Warren Hadlow & Mandy Lewis

  • Provide support to the adviser team
  • Handles client queries, prepares materials for client meetings and helps towards the running of the Practice
  • Sophie enjoys cooking, spending time with her family and friends, and walking her two dogs

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Daniel Boden, Personal Assistant Administration Support

  • Provides support to the Personal Assistant team
  • Handles client queries, prepares materials for client meetings and helps towards the running of the Practice
  • Dan enjoys spending time with family and friends, playing golf and is a season ticket holder of Liverpool Football Club

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Caryl Williams, Paraplanner

  • Provides support to adviser team
  • Prepares and administers financial reports, analysing client needs and researching suitable products aligned to their needs
  • Caryl enjoys spending the day at the coast with her family, watching films, reading books and going out to eat with family or friends

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Daniel Cheesborough, Paraplanner

  • Provides support to adviser team
  • Prepares and administers financial reports, analysing client needs and researching suitable products aligned to their needs
  • Dan enjoys spending time socialising with his family and friends. Dan enjoys cooking, eating out and going on walks with his dogs in his spare time

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Mark Jones, Paraplanner & Trainee Wealth Management Consultant

  • Provides support to adviser team
  • Prepares and administers financial reports, analysing client needs and researching suitable products aligned to their needs
  • Mark is an avid sports fan including football and rugby, his hobbies include spending time with family and friends, and going to the gym regularly

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Lucy Iball, Paraplanner

  • Provides support to adviser team
  • Prepares and administers financial reports, analysing client needs and researching suitable products aligned to their needs
  • Lucy is a competitive rower, having represented Wales for the last three years and competing at Team GB Trials. When not rowing, Lucy enjoys hiking, baking and spending time with family and friends

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Chantel Moore, Trainee Paraplanner

  • To help assist the paraplanners and provide administration support to the Practice
  • Liaises with external providers to gather information and prepare documentation
  • Chantel enjoys exploring new places and spending quality time with her friends, family and her two dogs, Buddy and Lucy. She also enjoys going to the cinema regularly and keeping up to date with the latest films

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Christopher Heaton, Trainee Paraplanner

  • Helps assist the paraplanners and provide administration support to the Practice
  • Liaises with external providers to gather information and prepare documentation
  • In his own time, Chris enjoys spending time outdoors, listening to a wide variety of music and attending music events. He is currently teaching himself guitar and is also an avid car enthusiast.

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Nicole Cruse, Administration Support

  • Provides support to the Paraplanning team
  • Liaises with external providers to gather information and prepare documentation
  • Nicole enjoys running and keeping active in her spare time. She also enjoys spending time with her family and her son, Oliver

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