Nicola is responsible for the day to day operational management and development of Stilgoe Financial Management Ltd.
Nicola ensures quality service to all clients using efficient, effective and diligent systems and processes. She helps to organise events, seminars and is responsible for supporting our clients with any issues they may have on a day to day basis.
Heidi has worked within the Financial Services industry for 30 years and this includes working within St. James's Place for the last 10 years.
Heidi is responsible for the day to day operational management and development of Stilgoe Financial Management Ltd, which includes liaising with both clients and the Administration Departments within St. James's Place. Alongside this Heidi collates information from meetings Richard has held ensuring our records are kept up to date and our clients receive follow up communications.