Partner Practice of
St. James's Place Wealth Management
St. James's Place Wealth Management
Niki is responsible for arranging all client meetings and very professionally manages Richard’s appointment schedule as well as co-ordinates the flow of information in and out of our office.
Heidi efficiently deals with all of the information that needs to be processed and progressed following Richard’s visits with clients. She helps formulate all review and summary documentation and along with Niki, liaises with our team of Paraplanners and technical departments at Head Office.
Joanna works with Richard to develop the strategy for, and structure of the business to ensure that we operate in a smooth and efficient way and are always able to deliver consistently good service to our clients.
