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

Sarah Edmunds, Financial Adviser

I have worked in Financial Services for over 15 years in various positions with my previous role being as an Elite Portfolio Manager.

In the last six years, I have been working at Manders Financial Services, thoroughly understanding the business and the strong ethos of approachability that Jenny has instilled in her team.

My role in recent years is as a Financial Adviser, including providing mortgages and all that this entails. I truly enjoy the challenge of sourcing appropriate services and products for our clients and seeing their dreams materialise. I offer a comprehensive service through detailed discussions and ongoing reviews. Alongside my broader financial advisory role, I ensure we are always looking at the bigger picture and optimising a client’s wealth to help them achieve their goals.

I live in Bridgwater with a growing family. Spare time is very much about the children right now, which I love. I am a keen runner and believe strongly in a healthy lifestyle.

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Victoria Robilliard, Paraplanner

For the last 13 years, I have worked in financial services, with my previous role being as a bank manager. Since 2018, I have very much enjoyed being part of the team with Jenny as a paraplanner.

The paraplanner’s role is to support the financial advisers by providing the research and reporting that forms an essential part of the expert advice and recommendations delivered to clients. My qualifications are equal to those as a client-facing adviser, but I work more behind the scenes building an individual’s supporting materials and evidence needed for the practice to offer their expert advice.

I was born and bred in Bridgwater. Now with a young family, I like nothing more than spending time in Somerset and introducing my children to all of my favourite places I have loved since a child.

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Victoria Forster, Personal Assistant

I joined Manders Financial Services in 2017 as a personal assistant, supporting the practice’s two advisors, Jenny and Sarah.

My background has always been in various roles within office administration and I am delighted to bring my expertise to the team and clients. I am dedicated to being a positive part of the client experience with Manders Financial Services and ensure everyone is looked after thoroughly.

I am currently working towards my Gold Accreditation within the St. James’s Place Wealth Management training structure. Once I have completed this qualification, I can then progress within the practice and use these skills to look after our clients further.

I am a proud mum and enthusiastic member of Bridgwater Skittles team. I enjoy spending child-free time with my Skittles mates competing around the South West.



Paige Mariner, Client Liaison Officer

I am thoroughly enjoying my apprenticeship in business administration at Manders Financial Services. I am looking forward to progressing my career within financial services and am delighted to have this opportunity to be part of such a friendly and hardworking team.

I love cooking for friends, and when I’m not in the office, I can usually be found at home re-enacting a culinary creation from Bake-Off!