Kathryn L Wilkinson Wealth Management Ltd

Partner Practice of St. James's Place Wealth Management

Elizabeth Oakes, Business Network Manager

Elizabeth joined our team in January 2019.

My business has grown through the power of networking, and I decided it was time to ‘give back’ to my local community ‘Tameside’ in bringing businesses together to share success and promote growth through working together.

Liz manages this monthly network group with me, at Fairfield Golf Club, Audenshaw.

Liz has been in the networking circle for over 25 years, working with great success for the charity ‘Children Today’. Having now semi-retired, she still wants to be part of the energy built up within a network group, helping small businesses connect.

Elizabeth isn't an employee of either the Practice or St. James's Place Wealth Management.

Lucy Cooper, Calendar Management Executive

With the exceptional growth of my business over the years, and my passion to offer an ‘Outstanding Client Service’ Lucy has come on board to ensure everyone has review meetings throughout the year. She will also make sure everyone is set up with as much online service information that each of our individual clients require for their needs.

Lucy has over 31 years of experience in the financial services industry, working for Equitable Life, HBOS and Lloyds Banking Group in various administrative roles before joining St. James’s Place in 2015.

With a proven track record in delivering exceptional results, she enjoys new challenges with enthusiasm and passion. She will be another motivated member of my team with a wealth of knowledge of procedures and administration practices.