Partner Practice of
St. James's Place Wealth Management
 

Karen Bushell Chartered Financial Planner, Wealth Manager / Director

I focus on the development of lifelong relationships with families built on mutual trust, helping them secure a financial future for themselves and their loved ones through working on managing their wealth through the generations.

I understand the need to provide the best possible service and advice to enable this I have made my clients the centre of everything I do. I’m based in Frodsham/Liverpool and can assist with all areas of Wealth Management: financial planning, estate planning and legacy planning. My advice is based on values of the utmost professionalism, excellence of service and most importantly integrity.

I have devoted over 28 years of my working career to helping others make the most of their money, protect their families and reach their financial goals. Working for some of the most recognised High Street Banks. I have trained with the best Finance teams in the profession and gained numerous qualifications including Chartered Financial Planner to provide quality advice.

I am qualified in the very specialist and technical area of Final Salary transfers and support a number of other Practices in this area.



Shaun Holt Chartered Financial Planner, Wealth Manager / Director

I’m striving for Bushell Holt to lead the way in our profession, providing ground-breaking services for our clients, staff and other business associates so that everyone concerned can realises their potential. I want you to feel that we are the right people to look after your wealth and that we deliver value beyond the price you pay.

After being a mechanical engineer for 10 years I turned to financial services in 1993, having run financial planning businesses since 2004 after feeling that clients hadn’t been put first. I have been working with business owners directly for over 10 years and have a great network of professionals that can help add value to what we offer. I also have a number of personal clients on our wealth management programme

As a Fellow of the CII I feel that qualifications are important but it’s the constant drive to improve what we do for our clients that drive me on.



Gill Holt, Practice Manager

My role is to ensure the smooth operation of the Practice. I help with the workflow and support all the staff. I also ensure that all the staff are developing and improving their knowledge to better serve our clients. I look after the HR and finance side of the Practice.

I have previous banking experience, working at local building society and then national banks, I then worked in schools for over 10 years returning back into financial services. I believe it’s important that the practice supports financial education in schools to help our future generations.



Leanne Mullan, Client Relationship Manager

I help new and existing clients to understand how we can potentially meet their needs and build their relationship with our Practice.

I’m responsible for sharing our services with the local community and promoting the St. James's Place Charitable Foundation to fulfil our social responsibility strategy and support the disadvantaged. I have a regular ladies networking group which meets on the first Monday of every month, all welcome.

I’m accredited to provide Workplace Financial Education to improve wellbeing and to provide Financial Education in schools. From our experience, many longstanding senior employees have more complex financial affairs which they have accumulated over many years. Pensions from different legislative regimes and long-term share incentive plans are two areas we have encountered requiring more detailed education. This can help you as a business owner help your staff.



Shery Ibraheim, Wealth Manager

I believe in a world of giving and helping people. I am passionate about supporting people to feel confident about their money and understanding their financial position.

My aim is to always develop a high level of trust and provide a personalised experience by putting the client first and creating financial well-being. Within my role as a Wealth Manager I help my clients plan, grow and protect their financial future through responsible investment planning. This creates peace of mind that you are behaving responsibly in an uncertain world.

I am also a Trustee and proud ambassador for a charity named St. Mark Universal Care supporting underprivileged children in Egypt, Sudan and the youth Community in the UK. Caring for people is so important to me and I bring this to my professional commitments too.



Amy Precious, Wealth Manager

I am a trusted adviser for my clients and develop client relationships by having a genuine desire to understand their personal and financial objectives. I offer advice and guidance along with friendly and efficient service to ensure that my clients are comfortable with discussing their often very personal goals.

Prior to my career in financial advice, I was a solicitor specialising in divorce and complex financial settlements. My detailed knowledge in the area of divorce and separation allows me to assist clients and their solicitors during legal proceedings as well as following receipt of a final court order.
I am proud to assist clients following a separation to take back control of their financial circumstances and fully review their financial goals.

I work with individuals and business owners to help them grow and protect their wealth and ensure that wealth passes to family members at the right time and in the right way. Many of my clients are family trustees who require advice about funds that are in trust for younger family members. I take pride in working with many generations of one family and encourage family members to be involved in the financial planning process.



Emily Garner, Executive Assistant

I am responsible for ensuring that as clients you get the very best of service from Bushell Holt Wealth Management, I coordinate meetings, ensure that all the administration is in place and help make us as efficient as possible. I am able to book directly any meetings you require.

I have re-joined the Practice in 2020 having previously worked for Karen a number of years ago.



Lesley-Anne Hannon, Practice Support

My role in the Practice is to support our clients and ensure that we are available to meet with you at the dates that suit you the most. I help liaise will all the other team members to ensure the best outcome for you.

I am a fully qualified accountant but really enjoy being in close contact with clients.



Ryan Holt, Technical Planner

I work with the Practice providing technical support and ensuring that we have documented the advice correctly. I put together client financial forecasts so that we get to really understand the client’s position and what are their goals. Under the analyse and strategy phase, we consider all the opportunities and options available before we finalise the recommendation.

I have a degree from the University of Manchester in business studies and I hold the Chartered Insurance Institute Diploma in Regulated Financial Planning.
I hold the Accredited Paraplanner status.



Ashley Garner, Technical Planner

I work with the Practice providing technical support and ensuring that we have documented the advice correctly. I put together client financial forecasts so that we get to really understand the client’s position and what are their goals. Under the analyse and strategy phase, we consider all the opportunities and options available before we finalise the recommendation.

I have worked with Karen since December 2016 initially as an executive assistant but more recently as a technical consultant.