Chartered Financial Planner
Sally is Fellow of the CII's Personal Finance Society and is well known for providing support and technical expertise on complex cases.
She is able to advise company directors on corporate schemes.
Sally is also a Member of the Society of Later Life Advisers.
She has lived in the Totnes area for about 14 years and is keen on pilates, Argentinian tango, and walking.
Austin supports Sally in the office with marketing and IT requirements. His experience from training some of the large corporates in the past ensures that processes are in place for the smooth running of the systems. He is able to research events and networking opportunities for the partnership.
As Sally’s husband, he too has lived in the area for about 14 years. He is a practicing Bowen Therapist and Lecturer in human anatomy and enjoys photography and Argentinian tango.
Our administration assistance and paraplanning roles are currently carried out by the St. James's Place team in Bristol.