Senior Partner Practice of St. James's Place Wealth Management
Lorraine will be responsible for the day to day operational needs of the Practice and will be the first point of contact for clients. Lorraine’s duties will include liaising and assisting clients, client management via CRM systems, office administration, marketing and financial accounting for the business. Lorraine will assist the Advisers within the Practice on a daily basis.
Lorraine is an experienced Practice Manager having come from a very similar role in an accountancy Practice. She has many years’ experience running an office and has the of knowledge and skills to help enhance our back office support. We look forward to Lorraine sharing her experience and ideas with the team.
Out with the office, Lorraine is married to Chris and is the proud mum of a son and two daughters, she enjoys the gym, walking and is currently learning to play golf.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Buchan Wealth Management Ltd is registered in Scotland, Number SC471692. Registered Office: 10 Broad Street, Peterhead, Scotland, AB42 1BY.