My philosophy focuses on maintaining a long-term and trusted relationship with my clients. This relies upon providing a service of distinct quality, integrity and excellence, which in turn provides my clients with peace of mind. I offer clients a bespoke and high level personal service that is rarely seen in today’s financial market place and is built around dedicating time to understanding my clients before offering advice. This personal service is the main reason my client portfolio is largely derived from recommendations.
I provide a personalised wealth management service for my clients to help secure the financial future they are looking for. My aim is to offer ongoing support to my clients and to help them respond to the changes in circumstances that life brings, which prompt a review of personal financial goals such as starting a family, changing jobs, starting a new business or receiving an inheritance.
Matthew is Practice Manager to Lorraine Sellwood. He joined the Practice in 2014 having worked in corporate project management with an expertise in procurement. His role is to support Lorraine and the team in maintaining an expanding client base, and support development of the Practice. The success of the Practice is based on maintaining a long-term relationship with our clients and being able to provide them with a source of trusted advice as their financial needs evolve over the years. Matthew plays an active role is supporting our clients and maintaining these relationships.
Vanessa joined the Practice in November 2014, she has soon become a valued part of the team. Vanessa as Lorraine's Personal Assistant, helps manage client services and provides office support, with special emphasis on a great client experience.
Kirsty joined the Practice in November 2015 as an Administrator. She deals with the daily running of the office and supports all who work within Lorraine’s team. She liaises with clients, providers and our admin team with the highest standard of customer service.
Tracy has been a Paraplanner for 11 years and joined the Practice in October 2015. Her role involves providing technical support, including analysing and reviewing existing investments and pension arrangements. Tracy also liaises with clients and provides administration support to the team.
Frederick is a Paraplanner for the Practice. It is a multifaceted role, ranging from analysing pensions and investments, to researching protection options for appropriate client needs and creating financial planning reports. Frederick’s role focuses on client support and analysis of existing and new plans.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.