Tanya, whose career is predominantly within financial services, joined the team at the start of 2017. Her previous roles have included working for various advisory firms and within a provider environment. Tanya manages the office and ensures that all client work and client queries are dealt with efficiently and smoothly. She also gets involved with a number of day to day tasks.
Yazmin, a graduate with a 1st Class Honours Degree in International Finance, joined the business in 2016 and is currently attending St. James's Place NGA (Next Generation Academy) where she is currently studying towards the Level 4 Diploma in Financial Planning. Yazmin will become an Adviser later in 2017 and will go on to provide advice to clients. At present, she performs a vast range of duties within the office and is a valuable asset to the team.
Jo has a good knowledge of the St. James's Place processes having worked with them for a number of years now, and joined Richard J K Brown Wealth Management in July 2015. She offers great administrative support and assistance with the overall business processing function for clients. Jo also undertakes a wide variety of other important duties within the office and is also a valuable asset to the team.