I have been working in the Financial Services industry since 1995, and joined St. James’s Wealth Management in 2013, after previously working for Office of National Statistics and Aviva plc.
I have extensive experience in providing bespoke solutions for all my clients’ financial planning needs, both for businesses and individuals. I use my expertise to help clients achieve their financial goals. My key aim is to take the burden of financial planning off the individual or business to ensure this leaves time for clients to enjoy their own life and run their own business with the peace of mind knowing their finances are in the best shape possible.
I have a First Class Honours degree in Economics and Econometrics, an M.Sc. (Distinction) in Business Statistics and am an Associate of Chartered Insurance Institute. I am an Associate of the Society of Later Life Planners, with specialist knowledge for those needing advice about financial issues affecting people in later life.
I have over 20 year’s executive administrative support offering versatile Private PA, office management, and planning skills. I began my career in London, and have since worked in Kent while studying for my BSc (Hons) with the Open University then moving to my current Gloucestershire base.
I began working in Financial Services in 1998 and joined St. James's Place Wealth Management in 2008 working at Head Office in Cirencester, not only as a high level PA role but subsequently as a member of the Actuarial Services Team. My St. James's Place career has given me a wider experience of teamwork, project planning & management, advanced Excel knowledge and exceptional organisational skills.
I work with Sharon to provide the highest level of service to all our clients through arranging client meetings, regular and timely contact with clients, and ensuring client requests are actioned efficiently and effectively. I ensure the Practice runs smoothly and our clients receive superior service.