Solent Business Park
12 Fenton Court
Mon – Thur – 8.30am – 5pm
Friday – 8.30am – 4pm
Saturday – Closed
Sunday – Closed
I pride myself on bringing order to your financial planning, introducing fresh ideas and giving reassurance that you are on the right course.
Having served in the Royal Navy for 16 years, Tom has signed The Armed Forces Covenant as part of a promise from the nation that those who serve or have served, and their families, are treated fairly.
Tom Worley works with businesses, local authorities, charities and community organisations to support the forces through services, policy and projects.
Clare has worked for St. James’s Place Wealth Management for over 7 years with extensive back office experience within Practice Management and PA roles. She is a holder of both BA and MA degrees in English. Being both highly organised, efficient and hardworking, she enjoys a challenge and strives in delivering a highly positive and effective client experience. In her spare time, she is passionate about reading and is currently involved in her first book project.
Having previously been a founding Partner in a number of successful Financial Services businesses, and backing this experience up with the technical knowledge of a degree in Financial Services and Business Studies, my wide range of skills are now being utilised to help small business owners and wealth managers grow their businesses through services such as:
paraplanning, practice management, recruitment, high level administration, client support and liaison, system implementation.
I work with a number of St. James’s Place Wealth Managers and am accredited with an exceptionally high degree of knowledge and understanding of the SJP Advice Framework, systems and procedures.