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

David Penney DipPFS,
Chief Executive

• Specialises in intergenerational wealth and tax & estate planning
• Responsible for company strategy and development of new services
• Oversees the Client Experience Team
• 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

• Specialises in retirement planning and investment & overall tax strategies
• Oversees the Financial Consultants and Client Strategy Team
• 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

• Designs solutions to meet complex investment and tax planning requirements
• Responsible for development of internal systems & controls
• Outside of work Steven is kept busy by his two children who ensure there is little time for hobbies!



Sam Johnston DipPFS,
Financial Consultant

• 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.



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

• Management of the Client Experience and Client Strategy Teams
• Responsible for the overall delivery of client service
• Outside of work Nina enjoys spending time with family and friends, is an excellent cook, but does also love fine dining which she makes up for with strenuous gym classes!


Direct Dial: 01743 450999



Linda Askey,
Senior Paraplanner

• Day-to-day management of the Client Strategy Team
• Co-ordinates research and analysis including preparation of client strategy documents
• 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 Ashley 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 and prosecco. She also likes eating out and experimenting with making, and drinking, cocktails.

Direct Dial: 01743 450993



Samantha Capener,
Client Services

• Co-ordinates client meetings and Financial Consultants schedules
• Organises seminars, client events and delivery of our bespoke communications
• 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 Penney,
Marketing

• Provides general support to the team to facilitate a smoothly run Practice
• Outside of work Meg enjoys socialising with friends and family, experimenting with cooking a variety of vegan foods and a little bit of retail therapy


Direct Dial: 01743 450991



Beverley 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!



Diane Harrison,
Client Services Support

• Responsible for creating client communications
• Preparing presentations materials
• Online digital strategy and data analysis
• Outside of work Diane enjoys food and drink, spending time at home playing mum and loves pottering in the garden



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!