Francis Wealth Management Ltd

Partner Practice of St. James's Place Wealth Management

Kate Francis, Practice Manager

I have been running my own 'Complementary Therapy' business for the last 8 years, but I have missed being involved in Financial Services. As my daughter now approaches school age I feel this is the perfect opportunity to become involved again and to help Simon in his business.

Prior to becoming a Complementary Therapist I worked for a local building society for over 10 years, with the vast majority of that time as the manager of the local branch. I worked with a wide variety of clients during that time, and developed varied business relationships in different areas of financial planning. I feel that I can add a level of customer service and organisation to help the business run smoothly. The more knowledge I have gained about St. James’s Place, the keener I have become to get involved and to help spread the word of the excellent proposition they provide and we can offer to our clients.

I will be an extra point of contact as this is the most vital element of providing a long lasting and comprehensive ongoing advice service. To help guide you through the changes that will occur in your financial circumstances over the years.

Outside of my working life, I enjoy spending time with my family. I come from a large family, so there is always plenty going on! I also enjoy travel, keeping fit, shows and live music.

Philippa Cornwell, Paraplanner

I have worked for Francis Wealth Management since June 2018 helping with the writing of financial reports for clients.

Before I had my children, Henry 11 and Jacob 9, I worked as a Financial Adviser for 11 years at various banks, to include HSBC, Santander, Bristol and West and Norwich and Peterborough.

I am friendly but professional and will always do my best for the client.

It seemed a natural progression to return to what I know and having worked with Simon previously, it is great to work with him again. They are a great team.