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

David Penney DipPFS,
Chief Executive

• Specialises in intergenerational wealth and tax & estate planning. Understands how to guide clients, and their families where relevant on a long term strategy. Interested in his clients overall wellbeing, asks challenging questions to seek better answers and unlock possibilities.

• Outside of work David enjoys family time, travelling, food & wine, books (mostly business related!) and keeping up to date in a fast changing world

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Will Harrison APFS, Chartered Financial Planner,
Director

• Will is a specialist in retirement planning, pension legislations and NHS pensions. In addition working with business owners including aspects of exit strategies. For his clients Will likes to make financial situations that seem complex, as simple as possible.
• Outside of work Will enjoys all types of sport, more so watching now than participating! Will also enjoys quality time at home with his wife and two children

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Steven Woodford DipFA,
Financial Consultant

• Steven is analytical and technically minded. He enjoys problem-solving and working through complex scenarios to find simple solutions.
• Outside of work Steven is kept busy by his two children who ensure there is little time for hobbies!



Sam Johnston DipPFS,
Financial Consultant

• Sam is passionate about working with his clients in order to give them the peace of mind that their financial affairs are organised effectively and efficiently in line with their aspirations.
• Outside of work Sam enjoys travel. He is an avid golfer and all round sports fan. He has combined his love for sports with charity fundraising in a number of ways over the years ranging from organising golf days to taking part in a white collar boxing show.



Nicola Peake DipPFS,
Financial Consultant

• Nicola has over 15 years experience specialising in Investments, Retirement Planning and Inheritance Tax Planning.
• Nicola enjoys eating out which has led to her wanting to learn how to cook a wide variety of foods, she is currently undertaking a 24 week Leith’s cookery programme.



Thomas Kelly,
Head of Operations

• Operational specialist in retirement solutions and investments.
• Responsible for all aspects of operational delivery within the Practice.
• In his spare time Thomas enjoys watching most sports, particularly football and athletics. He has also compered Charity Quiz nights for many years.


Direct Dial: 01743 450992



Nina Sahota,
Head of Client Services

• Responsible for the overall delivery of client service
• Outside of work Nina enjoys spending time with her family and friends and more recently has revived her love of travelling to new and far places to soak up vibrant cultures


Direct Dial: 01743 450999



Faye Askey,
Marketing Manager

• Management of all marketing activity for the Practice.
• Co-ordinates client events and seminars.
• Outside of work Faye enjoys spending time with her daughter, painting, walking and has recently started rock climbing.

Tel: 01743 450991
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Linda Askey,
Senior Paraplanner

• Research and analysis including preparation
of recommendation reports.
• Outside of work Linda enjoys playing badminton, looking after her grandchildren and travelling


Direct Dial: 01743 450994



Jo Jackson DipPFS,
Paraplanner

• Conducts investment & tax research and viability analysis
• Co-ordinates business processing and compilation of client strategy documents and reports
• Outside of work Jo enjoys eating out, foreign holidays and providing merchandising support for her sons and their band


Direct Dial: 01743 450997



Dan Salt,
Paraplanner

• Completes applications and investment processing and research
• Preparation of materials required for client meetings
• Outside of work Dan enjoys playing and watching tennis, football, basketball and every other sport! Going to the gym, concerts or music festivals, travelling and thinking about learning how to play guitar


Direct Dial: 01743 450998



Lauren Chapman DipPFS,
Paraplanner

• Preparation of materials required for client meetings
• Completes applications and investment processing and research
• Lauren enjoys nothing better than a quiet night in with her partner, and her cat, with a takeaway. She also likes countryside walks and visiting new places.

Direct Dial: 01743 450993



Samantha Capener,
Client Services

• Co-ordinates client meetings and Financial Consultants schedules
• Outside of work Samantha enjoys climbing, gardening and photography

Direct Dial: 01743 450995



Vivienne Mason,
Client Services

• Handles client queries and general investment administration
• Preparation of materials required for client review meetings
• Outside of work Vivienne enjoys time spent with husband, visiting their daughters and especially granddaughter Flora, born in 2018. Also loves time with friends, going to concerts, walking their dogs and watching football on TV.


Direct Dial: 01743 450996



Megan Ward,
Client Services

• Handles client queries and general investment administration.
• Preparation of materials required for client review meetings.
• Outside of work Megan enjoys art, going out for food and socialising with friends.



Judy Davies,
Client Services

• Provides general support to the team to facilitate a smoothly run practice.
• Outside of work, Judy enjoys exploring the UK with her family, writing/blogging and trying new foods.

Tel: 01743 450990


Bev Penney,
Client Services Support

• Provides support for client events and communications
• Outside of work Bev enjoys concerts classical and modern, reading, travelling, photography and training the new puppy to be a therapy dog - or at least attempting to!



Mary Taylor,
Client Services Support

• Provides general support to the team to facilitate a smoothly run practice
• Outside of work, Mary enjoys Zumba, gardening, visiting interesting places and having fun with her grandchildren!