Kathryn L Wilkinson Wealth Management Ltd

Partner Practice of 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.