After graduating from UEA (Norwich) University in 1998, I started a career in financial services gaining a wealth of experience. From early 2003 I moved into offering financial advice where I worked for two large corporates before deciding to start my own business with St. James's Place.
Based in Maidstone, I provide wealth management advice to clients both within Kent, and more widely throughout London and the South East of England.
I have now been working in the financial services industry for over 20 years. As a consequence, I have established working relationships with individuals within this sector due in part to the insight and understanding that I have for their specific financial requirements.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. I am a Chartered Financial Planner and this, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service.
Outside of my business, I am a keen runner and attend a number of the local running community events. In addition to this I have my own family and a strong network of friends in the local area.
I coach children’s football at Vinters Football Club and Charity is also important to me and I regularly give and participate in fundraising and community events.
Based in Orpington, I provide wealth management advice to clients within Kent, London and the South East of England.
I have been advising clients on their financial planning needs for over 20 years now. One constant during this time is how beneficial clients still find face to face professional advice to be.
My profession is driving up the standards of our industry, something I am committed to, as I work towards achieving Chartered Financial Planner status.
Outside of my business interests I still play cricket for a local Sunday club and support some of our local church youth groups (where both of my daughters attend) on a voluntary basis.
Vanessa is our Practice Manager and wife of Director Adam Letts. Vanessa joined Adam in his new business venture in May 2015. She started working in Partnership with St. James’s Place in 2011 working with other St. James’s Place Partner Practices and was ideally suited to assist Adam with the growth of the business and the development and training of the team. Vanessa has been in the world of insurance and management since she left school only taking a break to raise a family. Vanessa has also undertaken her Financial Planning Certificates.
Vanessa is responsible for the day-to-day running and processes in the office ensuring the administration workflow is efficient, compliant and internal procedures are adhered to. In addition, she assists the Practice Support Specialist in obtaining and analysing the ceding information to ensure a prompt turnaround for our clients.
Vanessa and Adam have 2 boys and a cocker spaniel called Watson. Vanessa enjoys being part of a local Netball team, socialising with her friends and walking her dog. Her boys keep her busy with their social and sporting calendars too, the youngest being a goalkeeper for the local football team and the eldest who is now a qualified referee.
Purdey joined the team in September 2018. Purdey’s main area of work is supporting the adviser team with the compilation and analysis of ceding information and is training to be an in house paraplanner. In addition, Purdey provides client liaison and ensures business is processed promptly and accurately for our clients. Purdey has completed her Financial Planning Certificates and has undertaken further qualifications. Purdey is keen to continue with her studying in this area.
Purdey lives in Snodland with her partner, daughter and her cats. Purdey is an active member of the community and partakes in many activities including the Women’s Institute and Beavers. She enjoys socialising with friends, going to the theatre and helping out in the local community. Purdey also enjoys lots of crafting activities and has recently started growing and maintaining an allotment.
Cara is the Practice Administrator and organises the Advisers meeting packs, ensures the office is compliant with up to date literature and creating and fulfilling compliance procedures. Cara also assists the liaison between us and the ceding providers to ensure prompt responses. In addition, Cara undertakes a number of key administration tasks to ensure the client servicing standards are maintained.
Cara lives in Maidstone and enjoys socialising with friends and family. Cara enjoys swimming, baking and walking her dog Ruby.