Charmaine has been working within financial services for over 13 years and has specific experience of working alongside advisers, operating in the areas of Protection, Investment Planning and Retirement Planning. She has extensive experience of building teams and streamlining processes and is therefore committed to support the Practice, thereby ensuring each client receives a personal and tailored service. Her personal development is important to her and she has recently obtained her Diploma in Regulated Financial Planning.
Simone has worked on a self-employed basis for ten years with a very varied portfolio of clients and work undertaken, ranging from book keeping to event work. In this time she has also always been involved with St. James’s Place undertaking work in various departments and different roles and therefore it felt like a natural progression to work for The de Rouet Partnership in a support capacity with a solid understanding of St. James’s Place Wealth Management.
Tanya's professional experience prior to joining the Practice was within several smaller financial advisory firms, progressing from administrative roles to achieving her Chartered status through the London Institute of Banking and Finance. Her experience, knowledge and background will assist in the efficient management of our business processing.
Charis joined The de Rouet Partnership in June 2019 as a Paraplanner, and is currently studying for the Diploma in Regulated Financial Planning.
She has been working in the financial services industry for over 5 years, most recently enjoying the role of a Mortgage and Protection Consultant where integrity and accuracy were paramount.
She is now delighted to bring her experience to the team and looks forward to contributing towards the success of the Practice.