Whitelock Financial Planning Ltd

Partner Practice of St. James's Place Wealth Management

Rebecca Marshall, Personal Assistant to Julie and Practice Manager

I started my career working at a General Insurance Broker, undertaking secretarial and office duties. My role developed on to the Insurance side and over the next 15 years, gained continual promotion resulting in being appointed as Commercial Account Manager for the General Insurance side of a local Financial Services business.

However, after having my two children, I decided upon a career change and started working at a local secondary school to fit in with the “school run” remaining there for the next 10 years.

Julie has been a long standing and good friend, after our two daughters met at nursery and when Julie approached me to become her PA, it was an opportunity I couldn’t turn down.

Practice Support Specialist

Mandy Coote, Senior Support Manager

I started my career in banking with Halifax plc in 1989, developing my role from cashier to latterly being a CeMap Qualified Senior Mortgage Manager.
After battling a serious illness I joined the local Post Office and volunteered at the Diamond Jubilee Town Hall in Kirton in Lindsey, being involved in various community activities.

I joined Julie in September 2015 and am looking to delivering excellent customer service whilst nurturing and developing client relationships.

Outside of work I enjoy gardening, theatre, music and also my volunteering commitments.

Mel Flear, Senior Practice Administrator

I started my career with Lloyds Bank Mortgages, working there for over 20 years. Over that time I undertook a wide range of formal administration and financial processes that were involved in the various stages of obtaining a mortgage.

Following the closure of the Mortgage Unit I moved to a role in the retail industry at a local farm shop and café, but longed to get back into the financial world.

I joined Julie in January 2018, looking for a new challenge with a promise that no two days are ever the same.

Outside of work I enjoy spending time with my husband and two children, going for an afternoon tea and a drive in our classic car.

Emma Smyth, Client Liaison Officer

My career has involved working within the Lloyds Banking Group for the past 11 years. I initially started in the Mortgage department but through my ambition to progress within financial services I transferred into the Private Banking sector, and worked with direct client contact as a Wealth On-boarding Consultant.

After becoming a mum to my two boys, Alfie and Henry, when Whitelock Financial Planning Ltd relocated their offices to Kirton Lindsey, my home town, it was a prime opportunity to work closer to home in the industry that I love.