Priory Wealth Management Ltd

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

Leanda Cardall, Head of Technical Services

Leanda‚Äôs team provide technical expertise and support to individuals and business owners who have the need to have the most sophisticated financial planning. We have added significant value to many clients through working together with important aspects of the St. James's Place infrastructure, namely people like Leanda and her team.

Andrew Anderson-Dixon, Head of Private Client Advice

Andrew Anderson-Dixon leads the High Net Worth Private Client technical support team and is someone whom we rely upon and work very closely with when dealing with particularly high value cases.

The High Net Worth team act as a full support function for all aspects when dealing with particularly High Net Worth individuals and business owners.

Lloyd Glasgow, Senior Partnership Development Manager

Lloyd is employed by St. James's Place Wealth Management and works as a Business Consultant for Lana Collins. She has many years of experience in developing Wealth Management businesses and her wisdom has therefore proven to be extremely beneficial through the strategies we adopt to service our clients.

We consistently review all aspects of our business including the following:

  • Client Servicing Programmes
  • Staff Development
  • Infrastructure Development
  • Client Acquisition Strategies
  • The development of our relationship with existing clients through ongoing reviews and initiations to a variety of Wealth Management events

Laura Bradfield, Office Manager

Laura joined James and Lana in 2015. Her role is to manage the office and to ensure that the administration operation of the business runs as smoothly and efficiently as possible.

She is also available to deal with any client queries in the absence of James or Lana.

Nick Fox, Paraplanner

Nick started his career as a Paraplanner in March 2010 and has been with James and Lana since January 2014.

Nick holds the Diploma in Regulated Financial Planning and works alongside Laura in helping to provide the clients with the bespoke service that James and Lana demand.

Nick deals with supporting the technical aspects of the financial planning process which occur behind the scenes of Priory Wealth Management, prior to and following client meetings that are conducted by James and Lana.

Audra Petherick, Administrator

Joined in 2017, Audra provides administrative support to everyone in the team and is also available to deal with any client queries in the absence of James, Lana or Laura.