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 the 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.
Having worked in Financial Services since the 1990’s I have built up a wealth of knowledge and experience ranging through relationship management, operation design, project management, business intelligence, marketing and product management with a number of companies.
I have Bachelor’s and Masters degrees in Economics and have qualified with the Institute of Chartered Secretaries and Administrators as a Company Secretary. I am also a director and 50% shareholder in a successful small business with a business partner I have worked with for many years.
I provide advice to a wide range of clients, with particular emphasis on supporting owner/managers of small and medium sized businesses to achieve long-term financial well-being.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
I have over 20 years' 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.
I have over 25 years experience working for HM Customs & Excise and latterly HM Revenue & Customs. In a diverse career I have provided Business Management support as part of Investigative and Intelligence teams, the Chairman's Private Office and the Parliamentary Unit.
For the last 10 years I have focused on data analytics and assessment in support of major anti fraud initiatives.
I am used to working in highly pressurised environments where integrity and accuracy are paramount and am delighted to be working with the team to ensure that our clients receive the best possible service.