ST. JAMES'S PLACE - Key Persons
Job Titles:
- Administrator
- Client Support Specialist
Jenny joined Calver Wealth Management in 2018, coming from an experienced administrative role within the public services sector.
What we love about Jenny is that she has an eye for detail and a passion for excellent client service.
In her current role she provides PA support to Jo, to assist with client servicing and administration within the Practice.
Job Titles:
- Administrator
- Client Support Specialist
Julie joined Calver Wealth Management in 2013. Prior to this, Julie worked at HSBC and has over 10 years of financial services experience behind her.
What we love about Julie is that she is very patient, a great communicator and has excellent client rapport.
In her current role she provides PA support to Steve. Julie's role involves client servicing and administration within the Practice.
Job Titles:
- Client Servicing and Practice Manager
Katy White joins us as our Client Servicing and Practice Manager this month. Following a career in the art market, she is working towards a Diploma in Regulated Financial Planning.
Katy is looking forward to contributing to building strong client relationships as Client Servicing and Practice Manager.
In her spare time she loves to play hockey and attend art exhibitions.
I have worked within the financial services industry for over 10 years, and the most fulfilling part of this has been the time I have been able to spend with my clients in supporting them to achieve their goals.
I specialise in working with Business Owners, Beauty & Aesthetics Professional, Dentists and Private Individuals. I understand many challenges that the individuals in these particular industries may face, especially with the busy work schedules they have whilst managing successful businesses. This can provide them with limited time to manage their own finances in order to achieve their financial goals, so I support by providing advice in Pension Planning, Investment Planning, Specialist Insurance Planning and Inheritance Tax Planning.
In my spare time, I love to travel and embrace adventures with my friends and loved ones.
I came into financial services 19 years ago and over that time I have built strong relationships with my clients. I love getting to know my clients and supporting them to create dynamic solutions to help them achieve their dreams, goals and ambitions.
Family is very important to me and this is why I specialise in working with families to help build and protect their assets. I strongly believe that all generations should have access to financial education, and this is one of the areas within my role that I enjoy providing most.
I am an accredited member of SOLLA (Society of Later Life Adviser). This means that I have specialist knowledge, skills and expertise to provide the right advice to you and your family regarding Long Term Care needs, which is becoming more and more relevant as the nation gets older. For me, making sure that your later life is as comfortable as possible is a key value.