Michelle Briscoe, PA & Paraplanner
Michelle is an experienced Paraplanner with over a decade of experience within the Financial Services Industry and provides Alex with complete office and administrative support, helping to manage Alex's Business ensuring the day to day running is efficient and productive. Michelle is also responsible for all aspects of Paraplanning, from liaising with existing companies, to analysing client data, to providing detailed recommendation reports. Her attention to detail is excellent, taking utmost pride in the quality of her work. She is a huge asset to the smooth running of our company.
Outside of work Michelle spends valuable spare time with her family (husband, 5 grown up children, 5 grandchildren and 4 dogs!) and friends as well as escape for the occasional weekend away to Aberdaron in Wales to their caravan.
Anita Martin, Personal Assistant
Anita has several years’ experience within the Financial Services Industry and provides Alex with administrative support, together with liaising with Alex's clients to ensure that they each receive the highest levels of service. Anita supports Alex in the day to day financial care of all of our clients. Bringing along her calm and organised nature, Anita ensures the day to day administration runs smoothly.
Before working for St. James's Place Anita was previously employed by Liverpool City Council as a Finance and Admin Senior officer for 15 years.
Anita enjoy keeping fit and likes to enter the occasional charity run. She has two grown up children, Sean & Stephanie, who are both working in the teaching profession.
Paul Harry FPC, CeMAP, Mortgage Adviser
Paul has worked in Financial Services for over 25 years providing high quality advice to clients in both his home town of Wrexham and across the North West.
Away from work Paul does a considerable amount of charity fundraising in support of his daughter Rachel.
Paul is also a keen golfer having been an active member of Wrexham Golf Club for many years.