Sarah is married to Nick who is a retired Police Officer.
They live in Ilkley with their two children Archie and Olivia. Having been a client of St. James’s Place since 2001, Sarah has been building up her own Wealth Management Practice with them since 2008. A keen cyclist, Sarah loves getting out into the countryside that surrounds Ilkley whenever possible, although family and work commitments often keep her out of the saddle.
Fran is also in the saddle a good deal of the time but attached to a horse rather than a bike. Having worked with St. James’s Place Wealth Management since 2005, Fran is aware of the high standards that the Company and those associated with it continually strive to attain. Fran works with Sarah running the office, liaising with clients, processing business and preparing client meeting files.
Sue Staton joined the team in November 2017 to enhance the client experience. Her goal is to ensure that the right processes are in place to ensure a great client experience and to investigate new business opportunities for the practice. She moved to Yorkshire from London 9 years ago after spending 15 years working for the Sony Corporation and now lives locally in Ilkley with her husband and two young sons, Oscar and Harry.
Elizabeth joined the team in January 2018 and we will be utilising her 12 years software experience gained at Callcredit, Leeds for developing the use of our interactive planning tool, Voyant. This will enable clients to visualise their financial future, test different ‘What If’ scenarios and instantly understand the impact of key decisions on life events.
Elizabeth lives in Menston with her husband, two children Charlie & Isabelle and Golden Doodle Rosie.