As the MD of this busy wealth management company based in Wimborne, Jason provides bespoke financial planning advice and solutions to individuals and businesses. Jason has been an Adviser for St. James's Place for 10 years, building strong client relationships along the way. Jason is a keen sportsman, horse rider and dedicated father.
Kate joins us with a background in Wealth Management, Financial Compliance and Corporate Banking Client Service. In her spare time she enjoys walking, time with friends and family and has a keen interest in baking, and testing the results on her colleagues. She looks forward to speaking with you in the near future.
Alison has 26 years experience in supporting Partners within the legal industry, having worked for the local solicitors, looking after the day to day running of a busy practice, from financial to HR and IT. In her spare time Alison enjoys horse riding, which she regularly competes on at dressage, travelling and cooking.