Elegant Solutions (UK) LLP

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


Angela McSheehy, Personal Assistant

Joined Elegant Solutions (UK) LLP in 2001.
Duties include:
Processing new business, dealing with client queries, administration of Trust* documents, organising Client events, Practice Management.

Tel: 01959 505429
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John Edmonds, Administration Assistant

Joined Elegant Solutions (UK) LLP in 2008.
Duties include:
Preparation of documentation for client meetings. Data gathering for Asset Summaries and paraplanning purposes. Up-dating of Asset Summaries in general. Scanning and recording of all documents and information received. Dealing with general queries and research relating to specific client issues.

Tel: 01959 500411
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Maureen Crafer, Administration and Marketing Assistant

Joined Elegant Solutions (UK) LLP in January 2014 (with St. James's Place since 1999)
Duties include:
Preparation of documentation for client meetings, up-dating of Asset Summaries, marketing duties, processing of new business, dealing with client queries.

Tel: 01959 500489
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