Leon has been in Financial Services for over two decades and after working in an IFA office for a number of years decided to set up his own Practice in January 2017. Leon has a passion for helping clients achieve their goals through sensible financial planning, his great satisfaction is to see the original goals and objectives they set together being met, or even exceeded, over time. Furthermore, Leon believes the majority of UK adults would benefit from seeking professional, face to face financial advice, in order to protect what they have today and plan what they would like to achieve in their future.
Leon is a proud father and has a son and a daughter which tend to take up a lot of his free time.
Providing remote support, Lorraine prepares and administers Investment Planning, Pension Planning and Protection Planning for our clients.
Lorraine has worked with St. James's Place in excess of 15 years and brings with her a wealth of procedural knowledge and experience.
Away from the office, Lorraine enjoys travelling, music and spending time with friends and family.
Lorraine also provides services to other members of the St. James’s Place Partnership
My role is to provide administration support to ensure the investments you make are processed smoothly and in a time efficient manner. I also offer support for any administration queries that arise. I have worked for St. James’s Place for 12 years and have spent many years in the Client Services department where I dealt with a variety of client queries. I feel that providing an excellent customer service is extremely important.
In my spare time, I spend time with my family. I have 3 children who certainly keep me busy but I try to get some down time to myself to recharge my batteries. We also plan to see more of the world so slotting in some weekends away is definitely in the long term plan.
Joining St James’s Place in 2020, I provide administration support to the team. I enjoy working with a professional team that are all focused on improving the client experience.
I have come from a background of customer service and I have a wealth of experience in retail, education, telecommunications and financial sectors.
Outside of work I love to spend time with my family and friends. I am a keen gardener and I have also taken on a self-build project which keeps me busy.
My role within Leon’s practice is to provide client service and administration support. I have a wealth of customer service and administrative knowledge and thoroughly enjoy working within a customer focused role and readily understand the importance of creating a positive long-lasting impression.
I am a wife and mother of two and a dog named Molly! We enjoy discovering new places to walk and spend quality time together.
I spend my day generally asleep, eating, tormenting the local birds that land in the garden or being an all round grumpy cat
Privacy & Cookies Policy
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.