Whitelock Financial Planning Ltd

Partner Practice of St. James's Place Wealth Management

Rebecca Marshall, Personal Assistant to Julie and Office Manager

I started my career working at a General Insurance Broker, undertaking secretarial and office duties. My role developed on to the Insurance side and over the next 15 years, gained continual promotion resulting in being appointed as Commercial Account Manager for the General Insurance side of a local Financial Services business.

However, after having my two children, I decided upon a career change and started working at a local secondary school to fit in with the “school run” remaining there for the next 10 years.

Julie has been a long standing and good friend, after our two daughters met at nursery and when Julie approached me to become her PA, it was an opportunity I couldn’t turn down.

Outside of work, I enjoy spending time with my husband, 2 children and our Beagle dog.

Mandy Coote, Client Liaison Manager and Administrator

I started my career in banking with Halifax plc in 1989, developing my role from cashier to latterly being a CeMap Qualified Senior Mortgage Manager.
After battling a serious illness I joined the local Post Office and volunteered at the Diamond Jubilee Town Hall in Kirton in Lindsey, being involved in various community activities.

I joined Julie in September 2015 and am looking to delivering excellent customer service whilst nurturing and developing client relationships.

Outside of work I enjoy gardening, theatre, music and also my volunteering commitments.

Kim Bath DipFA, Adviser

I have worked in Finance and Banking for over 30 years. I’m proud to have been a Regulated Financial Adviser for the last 16 years.

My aim in joining Whitelock Financial Planning Ltd is to build strong client relationships, whilst providing the very best financial advice in plain English.

Outside of work I enjoy exploring Europe by train with my partner Gary. In addition to this I also have my own horse Whisker and we enjoy competing locally at Riding Club level.