by Mark Lamb | Jul 4, 2022 | Blog
If you’re one of the many who now work from home as part of the ‘new normal’ since the Covid-19 pandemic began, you’ll be familiar with some of the positives of homeworking: No commuting, working flexible hours, and dressing casually. But you’ll also know how...
by Mark Lamb | May 30, 2021 | Blog
Paraplanning is a relatively new profession within the world of Financial Services, having only begun to be recognised as a role in its own right over the last two decades or so. The role of a Paraplanner is to use their technical knowledge and expertise to research...
by Mark Lamb | Apr 27, 2021 | Case studies
When Jodie Davis set up her own practice, Davis Wealth Management, an Associate Partner Practice of St. James’s Place Wealth Management, in January 2020, with her husband James, little did she know that the normal challenges faced by a new business, were about to be...
by Mark Lamb | Apr 14, 2021 | Case studies
Adam Sheehan and Jacqui Moyes, Directors of Anderson Gardner Financial Planning, Partner Practice of St. James’s Place Wealth Management since 2011, found that their business had grown to a level as such where the Paraplanner they had previously used...
by Mark Lamb | Mar 8, 2021 | Case studies
Steven Payne, Director of SP Wealth Planning, Senior Partner Practice of St.James’s Place Wealth Management, is certainly not a man to rest on his laurels. Having achieved Chartered status, as well as the Fellowship – the highest level of...
