Date: [09/10/2018]

We are proud to state that our two Senior Paraplanners Becky Marsh and Lisa Machen have become the first people to achieve their Platinum Status of Accreditation within St. James’s Place.

The Practice Support Specialist accreditation acknowledges the level of skill and expertise that our practice staff have achieved through learning undertaken by an accredited continuing professional development framework.

As a Senior Partner Practice we firmly believe that our business is enhanced through the development of our people and demonstrates our commitment to promoting professional standards in wealth management and supporting great client outcomes.

All of our Paraplanning team members are highly specialised in St. James’s Place products and both Becky and Lisa are trained to the highest level offered by the company for partnership support staff.