Our philosophy focuses upon maintaining a long-term, trusted relationship with clients, showing distinct quality, integrity and excellence, which in turn gives both private and business clients financial peace of mind. The level of satisfaction may be judged by the fact that almost all new clients come to us as a result of personal recommendation by existing clients.
In addition to Mike Bennison and Mike Yates, the other Partners in the business are Graeme Sproates, Philip Butler, Colin Barton and Justin Yates who are all experienced and established in the industry.
Caroline Dayle is our Practice Manager and deals with the finance, banking, accounting and all aspects associated with running our busy Practice. Caroline has over 20 years experience within the industry and has been with Bennison Yates & Partners since 1996.
Lindsay Farrelly joined the Practice in February 2006 and deals with all aspects of our administration with a key role being the submission of new business applications and the monitoring of those applications through until the policy commences. Lindsay will be on hand to deal with any queries that you may have in relation to your application and will help you with any correspondence received from our head office.
Olivia Stott joined the Practice in 2014 after completing an apprenticeship in business and administration. Olivia deals with all of the day to day aspects of the administration of our Practice and is on hand to deal with any general enquiries you may have.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
We do not provide 'off the shelf' solutions. We put our clients at the heart of everything we do.
We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.