Based in Norfolk, I provide financial advice to clients across East Anglia, London and the Home Counties.
With over 30 years experience in financial services, my great pleasure has been to build long term relationships based on trust. Indeed, I am now advising many grandchildren and in some cases great grandchildren of my original clients and this gives me an immense amount of pride.
These relationships have developed based on an understanding that every client is an individual with their own personal objectives, and this is what I focus on; the best possible financial outcomes for my clients, their businesses and their families.
My initial meetings with clients are often arranged as a result of a life event; examples may include, marriage, birth of a child, redundancy, job move or career change, retirement or inheritance.
The solutions provided will be varied and tailored to individual circumstances but will often include planning for retirement and the tax efficient exit from business as well as personal savings and investment strategies to support a comfortable life after work.
Married with four children, now young adults, Amanda and I enjoy supporting their various creative activities including dancing, acting and stand up comedy. Travelling and exploring new parts of the UK as well as lands further afield has always brought us huge pleasure and we are constantly planning our next adventure.
Exit strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.
Tracy has 26 years’ experience in financial services with a major High Street Bank and now has a key role in managing all aspects of the Practice. Tracy provides invaluable support with regard to client events and office management procedures. Other responsibilities involve maintaining client and Practice records, ensuring they are up to date and accurate.
A key member of the team, Tracy handles incoming telephone calls, ensuring professionalism and high service standards are maintained for the benefit of all our clients.
Debbie has worked within the financial sector for 28 years and has vast experience of dealing with clients as well as third parties such as solicitors, accountants and protection providers.
In her spare time, she enjoys cycling, swimming and running. She supports the St. James’s Place Charitable Foundation each year by completing the cycle challenge – 2019 being Vienna to Prague. Funds raised to date amount to over £10,000.00.
Debbie lives in mid Norfolk with her husband and two teenage Daughters.
Amanda has worked within the financial services industry for over 15 years and has extensive knowledge of the services available through Chalk Farm Financial Planning.
She provides an invaluable paraplanning service and technical back up which includes completing research, analysis and compiling suitability reports.
This of course means that Jonathan can spend more time advising our clients.
Hayley has 14 years’ experience in financial services with a major High Street Bank, 10 of which as a Bank Manager. Hayley joined the Chalk Farm Financial Planning Ltd team in November 2018 as a Trainee Financial Adviser, where she is currently participating in the St. James’s Place Academy to achieve a Level 4 Diploma in Financial Services.