We aim to be your trusted Partners in creating clear financial solutions.
Mike Bennison and Mike Yates are the Principal Partners of the business. Between them they have over 60 years experience in the financial services industry.
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.
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 the experience and expertise provided by Partners of St. James's Place, products and services from other providers have been carefully selected to complement and enhance the range of St. James's Place products on offer. We believe the providers represent the ‘best of breed’ in their respective categories and are capable of delivering the high standards you would expect.