Burfields House Wealth Management Ltd

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

Anna Morgan, Paraplanner

After gaining an Honours Degree in Educational Studies in Cardiff, Anna moved back home to complete her Postgraduate Certificate in Education and start a career in teaching.

She worked in various teaching roles & capacities in junior & senior schools within both the private & state sector, not just in the classroom but on the sports pitch as well. Whilst teaching she worked as a deputy house mistress in a senior girls’ boarding house and obtained coaching, refereeing, lifesaving & first aid qualifications.

She decided to leave the teaching profession to pursue an entirely new career path and joined St. James’s Place in July 2018, where she trained to become a Paraplanner.

We are also fortunate to have the additional support of a team of highly qualified and experienced St. James’s Place Paraplanners.

Angela Stanton

Having studied at the University of Sheffield, Angela gained an Honours Degree in Finance and Accounting. She trained to be an actuary for four years before switching to become a Financial Adviser, a role that she continued for 15 years. During this time, she qualified to Diploma level - twice.

She now uses her industry qualifications, experience and knowledge to run a very experienced team that provides high-quality paraplanning services to St. James's Place Partners.

Carrie Newman

Carrie has been supporting Partners at St. James's Place for over 5 years. Prior to this, she worked in the banking industry for several years. She has extensive experience in Financial Services.

Sadie Hambly

Sadie has been with St. James's Place since 2012 and has over 26 years' experience within Financial Services. During this time, she has worked mainly with financial advisers, but also other asset management companies.

Sarah Pearson

Sarah joined St. James's Place in 2014, after leaving a career with Natwest Bank spanning 10 years. During this time, she advised on mortgages, insurances and investments.