Philip Pearson has worked in Financial Services for over 20 years, choosing to join St. James's Place Wealth Management in 2005 and has now been appointed as a Senior Partner Practice by the board of directors. He is specialised in offering expert advice in a wide range of important areas including investment planning, Inheritance Tax planning, pensions planning and protection for both private and corporate clients.
As Practice Manager, Ann is responsible for ensuring the smooth management of the business and its financial structure.
Rebecca works closely alongside Philip supporting him in the completion and efficiency of the non-client facing tasks that are involved in administering the technical reports.
Samantha mostly deals with the marketing aspect of the business compiling literature and organising advertisements along with the arrangement of seminars and events throughout the year.