Beverley joined St. James’s Place in February 2025, having previously worked in the Financial Services Industry for 15 years, including 10 years with RBS/NatWest and 5 years with The Charities Aid Foundation Bank.

She is responsible for booking client review meetings and birthdays into advisers’ diaries, organising client cards and gifts, preparing welcome letters for new clients, and maintaining accurate client records. Her role also includes building and nurturing effective relationships across the business.

Outside of work, she enjoys baking, socialising with friends and family, and spending quality time with her husband and young grandchildren.