South Coast Financial Planning Ltd

Partner Practice of St. James's Place Wealth Management


Mia Sale, Business Development Manager

I manage all client events, seminars and oversee all marketing activities. I oversee the running of the office and deal with new enquiries into the business. I also support our Advisers with relationship management, with new introductions and other professionals.



Lianne Mount, Client Services Administrator

I provide administrative support to our Advisers and assist our clients with day to day enquiries. I also maintain client records, arrange meetings and process new business applications for Pensions and Investments.



Hayley Carey, Client Services Administrator

I provide administrative support to our Advisers and assist our clients with day to day enquiries. I also maintain client records and process new business applications for Protection.



Tracy Grimes, Administrator/Marketing Assistant

I provide administrative support to the Advisers and the team. And as a keen golfer, I organise our annual charity golf day.