Our People

Our dedicated team is here to assist you in taking the best possible care of you and your family’s financial needs. We aim to create long-lasting relationships between our clients and advisers, so we will carefully match your individual needs with the correct adviser from the very beginning of your journey with us. Our people are here to provide a highly personalised service.

Advisers

Mortgage Team

Paraplanning Team

Administration Team

Our People

Senior
Advisers

Advisers

Mortgage
Team

Paraplanning
Team

Administration
Team

Senior Advisers

Advisers

Mortgage Team

Paraplanning Team

Administration Team

Tony Hannigan

Chairman of the Board

Shaun Terson

Chief Executive Officer

Advisers

Richard Rochford

Adviser Principal

Ben Saunders

Senior Adviser

Ian Howard

Chartered Financial Planner

Piers Bonnett

Chartered Financial Planner

Harry Clewley

Chartered Financial Planner

Christopher Barnard

Adviser

Alice Kinnard

Adviser

Joseph Crocker

Adviser

Stephen Olley

Adviser

Mortgage Team

Georgina Daltrey

Head of Mortgages & Protection

Kayleigh Hannigan

Mortgage & Protection Adviser

Nikki Minihane

Mortgage & Protection Administrator

Paraplanning Team

Kieron Woodland

Paraplanner

Sam Light

Technical Administrator

Robin Franke

Technical Administrator

Administration Team

Courteney Richardson

Head of Finance

Gemma Goldsmith

Head of Marketing

Emma Rush

Marketing Manager

Marion Pyle

FPA & People Manager

Will Bates

Finance Manager

Kay Hope

Financial Planning Assistant

Tracey Montague

Financial Planning Assistant

Hayley Jones

Financial Planning Assistant

Graham Robins-Frank

Financial Planning Assistant

Emily Ray

Financial Planning Assistant

Dillan Wisden

Financial Planning Assistant

Robert Littlejohns

Financial Planning Assistant

Laura George

Financial Planning Assistant

Hollie Groucutt

Financial Planning Assistant

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Wellesley Charitable Foundation

The Wellesley Charitable Foundation was set up in 2012. The principal aim of the Foundation is to raise money for local charities in Sussex and the surrounding counties which help ill or disadvantaged children.

Wellesley Charitable Foundation

The Wellesley Charitable Foundation was set up in 2012. The principal aim of the Foundation is to raise money for local charities in Sussex and the surrounding counties which help ill or disadvantaged children.

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