Ian Mohide, Paraplanner
Ian has worked in Financial Services for over 40 years as both an Adviser and later in Compliance but joined Thomas & McMurray 12 years ago to provide a dedicated service. Ian produces technical reports to the exacting standards required by St. James’s Place for clients on behalf of Willingale Wealth Management Ltd.
Karen Mole, Paraplanner
Karen has worked in the Financial Services sector since 2003 and has been a paraplanner for 13 years when she joined St. James’s Place where she worked for a Partner as a Paraplanner and Practice Manager. She has specialist knowledge in the field of investment, pension and Inheritance Tax planning and has an excellent understanding of the quality standards expected by St. James’s Place.
Melanie Wisby, Paraplanner
Melanie has worked in the Financial Services sector since 2006 and became a paraplanner ten years ago when she joined St. James’s Place. She has specialist knowledge of pension Income Drawdown and delivers work to exacting quality standards expected by St. James’s Place.