Jason is responsible for the day to day operational management of the company and its development both now and in the future. With a background in the automotive industry Jason ensures that a fully manned, well trained staff deliver the highest quality service to all clients using efficient, effective and diligent systems and processes.
Ellie joined the Practice in September 2018 after successfully completing her Diploma in Financial Planning through the St. James’s Place Academy. Ellie is currently continuing her studies to become a Chartered Financial Planner. Working alongside Alex, Ellie provides a similarity of approach and value led philosophy to the client experience with the added benefit of being qualified to provide advice on mortgages.
Karen supports Alexandra by providing a high quality personalised service to her clients. As a long serving and experienced member of staff she plays a full part in shaping the future of the firm.
Melissa joined Beauchamp Wealth in July 2015 and gives us a level of technical expertise which enhances our client experience and the service we offer to our clients. Melissa is a Chartered Financial Planner, which is the most widely accepted "gold standard" qualification available for professional financial planners in the United Kingdom.
Lauren is a long serving member of the team who provides dedicated support to Alexandra in ensuring the smooth day to day running of the practice. She is responsible for co-ordinating client meetings for the Partners, maintaining the client review schedule, delivering our bespoke client communications and marketing and providing support for our client events.