Rectory Green Financial Services Limited

Associate Partner Practice of St. James's Place Wealth Management

Gill Austin

Gill spent 15 years working for a major High Street Bank, mainly in a customer service role.

She left to raise her children and now works with Andy as his Practice Manager. This means she helps him with the administration of his business and is a point of contact for his clients. Outside of work Gill enjoys reading especially crime novels and quizzes.

Tel: 07810 094 777
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Bob Morris

After leaving college Bob joined Barclays Bank in Cambridge undertaking a number of roles in the Retail Sector, whilst also completing the Chartered Institute of Banking professional qualification. After concluding his branch based career in Cambridge, where he was responsible for a team managing high net worth clients and the considerable student customer base, he undertook a Head Office role project managing a team responsible for the implementation and staff training, for a customer facing service and sales system. It was whilst undertaking this role that the opportunity arose to move to Cheshire to continue further project management initiatives.

Having known Andy for many years it was any easy decision for him to commence working with Rectory Green Financial Services Ltd in the middle of 2016, providing administrative support in the first instance.

Proving that there is ‘life in the old dog’ he has achieved a Diploma in Regulated Financial Planning (Dip PFS), whilst providing ongoing administrative and paraplanning support to the Practice.

Away from the office he has an interest in live music, travelling and motorcycle racing, although these do tend to take a back seat when helping to look after his two beautiful grandchildren.

Mobile: 07552 512061
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Kate Morris

Kate worked for Barclays Bank for 40 years in many senior roles, eventually retiring as a senior project manager working on confidential, high net worth projects.

She has known Andy personally for many years and when the opportunity arose to work with him at Rectory Green Financial Services Ltd as his PA she was happy to join the team.

Away from the office she has a love of 60/70s music, gardening and when she gets the chance helping to look after her two beautiful grandchildren.