Lee Blissett Wealth Management

Partner Practice of St. James's Place Wealth Management

Lyn Bloodworth, Private Client New Business Team Manager

Lyn has been with St. James’s Place since June 2005, in a variety of roles within Client Liaison and Client Services. For the past 5 years she has worked within the Private Client Team overseeing new business and servicing Private Clients.

In her spare time she enjoys going to music events with friends and family.

Julia Kiff-Brown, Financial Planning Manager

I joined St. James’s Place in 2005. I now specialise in supporting Partners advise their UHNW clients with a particular emphasis on tax, trust and estate planning as part of the Private Client Advice Team.

I have over 25 years financial services experience and have also worked at Cheltenham and Gloucester Building Society, Lloyds TSB, Zurich Financial Services and the Lincoln Financial Group in a variety of roles including inhouse Tax and Technical Support, press relations, compliance and complaint resolution.

I regularly work with external lawyers, accountants and third party providers to implement holistic planning strategies on behalf of clients. I have been a Chartered Financial Planner Fellow of the CII since 2010.

Trusts are not regulated by the Financial Conduct Authority.

Amy Dunsire, Private Client Paraplanner

I joined St. James’s Place in 2011. I currently support Partners in documenting the advice that they provide UHNW clients. Prior to working in this role, I worked in a compliance role which has given me a robust understanding of how business should be documented to ensure it complies with the regulator’s requirements. I am currently diploma qualified and I am working towards becoming a Chartered Financial Planner with the Chartered Insurance Institute.

Abbie Kearns, Private Client Service Manager

I joined St. James Place in 2012 after 9 years with Zurich. Abbie started her journey with St. James’s Place as the office Admin Specialist within the Office Admin division and then moved on to Client Services Division as the Relationship manager for DST, Dublin and Curtis Banks. Abbie recently joined the Private Client Division and is heading up the new Private Client Service team.

Abbie lives in Swindon with her husband and daughter Isabelle.