Stanfield Financial Planning

Partner Practice of St. James's Place Wealth Management

Julie Stanfield, Practice Manager

Julie joined Paul Stanfield in 2002, having previously worked for several years in the Insurance and Law industries. They have worked together to create their practice, Julie is a co-director and has a wide range of responsibilities.

Julie ensures the smooth running of the office and provides our clients with a high level of service, liaising with existing companies and preparing detailed recommendation reports. Her attention to detail is second to none and she is fully committed to helping the business grow.

In her spare time she enjoys days out with the family and takes the dog to agility classes for fun.

Karen Talbot, Client Liaison and PA to Paul Stanfield

Karen brings to the team 32 years of extensive experience working within the Financial Services Industry in sales management, marketing and customer relations roles. As well as being excellent with clients, Karen also provides PA support to Paul Stanfield both in the office and on client visits as well as providing some back office admin support.

Karen has varied interests outside of work which include cinema, coffee/lunch/dinner with friends, and various activities with her teenage daughter Evie. Karen also likes to regularly attend classes at the gym in order to eat cake and drink wine!