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.
She has lived in the Totnes area for about 14 years and is keen on ceramics, pilates, Argentinian tango, and walking.
Jan is the office’s first point of contact. She looks after client servicing and organises Sally’s diary as well as managing the office. Jan is also the chairman of a local charity run swimming pool and has won a citizenship award for her work in the community.
Jo has 34 years of industry experience, previously working for high street banks. She is our most experience paraplanner, working with Sally for over 5 years. Jo is an innovative cook in her spare time and also enjoys pottery.
William is the newest addition to the team having passed his probation in October. He has spent the last few years working for another local IFA since leaving education but gladly joined the expanding team here at Burn-Jones Wealth Management. He works alongside Jan and Jo in their respective roles.
Our administration assistance and paraplanning roles are currently carried out by the St James’s Place team in Bristol.