Your practice, backed by experience

My name is Sam and I'm based in Poole, Dorset. With over 34 years' experience in the financial services industry, I've built a deep understanding of how to effectively support small businesses, particularly in navigating an ever-changing regulatory landscape and the increasing demands on time.

I specialise in providing dedicated back-office support to Partners and Advisers of St. James's Place, ensuring practices run smoothly and efficiently. My approach is hands-on, reliable, and detail-focused, allowing me to seamlessly manage both administrative responsibilities and client servicing needs.

After many years supporting others behind the scenes, I took the exciting step three years ago to set up my own business as a virtual assistant. I now support a variety of SJP advisers, offering a flexible and dependable service that allows practices to stay organised, compliant, and focused on delivering the best possible outcomes for their clients.

I'm Tamsin, I've recently become a mum to a beautiful baby girl and, after 10 years in financial services, I've taken the leap to work for myself whilst continuing to do what I love.

I'm a diploma-qualified Paraplanner and have spent the last 5 years working with independent firms, giving me strong whole of market knowledge and the ability to find the right solutions for each client.

Most recently, I worked as a Senior Paraplanner for one of the UK's leading adviser network firms, where I built a high level of technical expertise across research, report writing, and compliance.

I'm genuinely passionate about good paraplanning because I understand the important role it plays in delivering high-quality financial advice. Behind every recommendation is careful thought, attention to detail, and a responsibility to get things right. I enjoy taking complex information and turning it into clear, well-structured advice that advisers can trust and clients can feel confident in.