Cuthbertson Wealth Management LLP

Senior Partner Practice of St. James's Place Wealth Management

Erica Cuthbertson, Practice Manager

As Practice Manager of Cuthbertson Wealth Management, Erica has supported Peter from the beginning of his journey with St. James’s Place Wealth Management. During her career she has either looking after customers, (during her 12 years at Lloyds Bank), patients (in the NHS) and now Clients of
St. James’s Place, which is by far her most enjoyable role so far. For the last 5 years Erica has led the team in an extraordinary period of growth and is an integral part of the Practice, supporting both the adviser and administration teams. Erica prides herself in her organisation skills, high standards and professionalism.
When Erica is off duty with regards to the Practice she is on duty at home supporting Peter and their 2 boys. She enjoys being creative and is slowly but surely learning to “run”.

Katie Bell, Financial Planning Case Manager

Katie joined the Practice in September 2014 as an apprentice at the age of just 16. Since successful completion of her both her level 2 and level 3 qualifications in Business Administration, Katie, 5 years later is now the Practice's Financial Planning Manager. Katie managers the Practices' cases on a day to day basis and makes sure that procedures are followed and that clients are always kept up to date as well as writing the recommendations for clients whether it be a new investment or replacement investment. Katie aims to ensure that all communication to clients is clear and easy to understand. Katie has enjoyed taking on new responsibilities and challenges and is currently working towards qualifications in Paraplanning and Financial Administration.

In her spare time Katie enjoys socialising with friends and family and enjoys seeing her favourite bands in concert.

Jose Courtney, Financial Administrator

Jose joined the Practice in June 2018 as a Financial Planning Administrator. She previously worked in the NHS and has substantial experience in Customer Service. Jose is thriving on the challenges her role brings and is looking forward to a long-term career in the Financial Industry. Jose is currently working towards her first financial qualification in Financial Services and is always keen to develop her knowledge and experience.

Jose enjoys socialising with friends at the weekend, going on long walks with her dog and loves to travel, in particular Jose loves a city trip where she can get to explore new places and cultures.

Brett Gardner, Trainee Financial Administrator

Brett joined the team in 2018 after completing his A-level qualifications in Business, Psychology and Physical education. Determined to embark on a career in financial services Brett joined Cuthbertson wealth Management as a trainee Financial planning administrator. He is just about to complete his NVQ in Business Administration and will shortly move onto the Chartered Institute of Insurance qualifications. Brett is enjoying learning all about financial advice and aspires to be an adviser in the future. Brett loves new challenges and aims to provide great service to clients and support the adviser team in the best way he can.

Outside of work Brett is an accomplished footballer, having played for Didcot Town Football Club and hopes to progress through the football league. Brett loves to relax with friends and family is a huge music enthusiast and regularly attends festivals across England.

Alisha Hallum, Client Service Co-ordinator

Alisha is the newest member of the Practice joining us in August 2019 bringing with her an abundance of experience in Mortgage administration. She is the Practices' new Client Services Co-ordinator which involves looking after the Practices' clients with regards to anything service orientated as well as providing full mortgage administration support for Toni. Alisha has enjoyed taking on new challenges and new learning opportunities. Alisha is looking to further her knowledge by starting to study for the financial services qualifications in the near future. She also really enjoys assisting and helping clients with their everyday adhoc needs.

Alisha previously spent many years ice skating and taking part in competitions all over Great Britain. In her spare time Alisha enjoys socializing with friends and caring for her kitten Monty.