S J Bettridge Financial Planning Ltd

Partner Practice of St. James's Place Wealth Management

Genna Bettridge, Practice Manager

Sam’s wife Genna recently joined the Practice to support him in the rapidly growing family business. She came from a financial background, previously working within the accounts department of a Housing Trust for 14 years. Genna works part time and feels she has the perfect work/life balance that works around their two young children.

Genna deals with the day to day admin duties within the office, allowing Sam to concentrate on meeting with clients and providing face to face advice.

Aimee Beard, Personal Assistant

Aimee has worked with the Financial Services industry since 1999, having worked in various roles for a large insurance company. Aimee works part time and looks after the majority of Sam’s back office support functions. This helps Sam to focus on communicating with clients on a daily basis.