South Coast Financial Planning Ltd

Partner Practice of St. James's Place Wealth Management


Mia Sale, Practice Manager

I manage the day to day running of the office and ensure that our Practice is compliant, so that we can provide our clients with the peace of mind that we are meeting all regulatory requirements.

I also support our advisers with relationship management, with new introductions and other professionals.



Lianne Mount, Client Services Administrator

I provide administrative support to our Advisers and assist our clients with day to day enquiries. I also maintain client records, arrange meetings and process new business applications for Pensions and Investments.



Hayley Carey, Client Services Administrator

I provide administrative support to our Advisers and assist our clients with day to day enquiries. I also maintain client records and process new business applications for Protection.



Tracy Grimes, Administrator/Marketing Assistant

I provide administrative support to the Advisers and the team. And as a keen golfer, I organise our annual charity golf day.