As a Member of the St. James's Place Partnership, we have access to a number of key individuals within the St. James's Place Wealth Management Group, including those on this page, who play an important role in providing support to my business.
Mark Brereton, Senior Business Development Manager
Mark is employed by St. James's Place and his key objective is to work closely with Sarah and other St. James's Place Practices, in a business consultancy capacity to help ensure her Practice maintains the highest professional standards. He has many years of experience in developing Wealth Management Businesses and his wisdom has therefore proven to be extremely beneficial when reviewing how best to service our clients.
Will Apperley, Paraplanner
Will supports the office, providing technical knowledge in relation to FCA regulations and their impact on client business.
