Senior Partner Practice of
St. James's Place Wealth Management
 

Tom Woollard

Tom has worked side by side with Louise for a number of years now, and is not only her long serving Office Manager and IT expert, but also her brother. Toms knowledge and expertise ensures that client enquiries are dealt with in an efficient and knowledgeable manner. Toms passion for sport, including golf ensured that the prestigious golf events staged in 2016 were of the highest standard and he looks forward to working with Louise on other events in the future.



Amy Broster

Amy joined the team in 2019 working closely with Louise as Practice Administrator. Amy is on hand as first point of contact ensuring all client enquiries are dealt with effectively and efficiently. Amy manages Louise’s busy emails and diary and she also helps plan client events.

Amy is currently studying towards her financial planning exams and is keen to become an adviser. She is a budding photographer in and out of work.



Otis

Otis joined Louise Woollard Financial in 2016. He has progressed with flying colours through his training and is now head of security! He is a key member of the team and puts a smile on everyone’s face.

His favourite job is keeping the rest of us active in Wellholme Park near our office.