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

Jasmine Buckles,
Personal Assistant to Matthew Forbes

I have worked in both Financial Services and as a Personal Assistant for over 4 years and I have a Certificate in Retail Banking Conduct of Business.

I have recently joined Forbes Financial however have worked within St. James’s Place for just under a year. I am a highly organised individual this fits perfectly with my role at the Forbes Financial team which is look after Matthew and his schedule, as well as dealing with his business and personal requirements.

Why do I enjoy working in Financial Services?
I enjoy the variety of tasks that I deal with each day which keeps my role very interesting. I have always worked in a customer service environment and am glad that I continue to do so daily at Forbes Financial as I enjoy working closely with clients.

Ellyn Turner,
Diary Manager

I have worked within the Financial Services Industry for over 7 years and have an IOC – Introduction to Securities and Investments Certificate.

During my career I have carried out a variety of duties which include diary management, working within the St. James’s Place administration Centre, handling and reconciling Client Money and also working with large Institutional clients.

My main duty at Forbes Financial Ltd is managing and organising client meetings between Matthew and Nick, to include the Annual Review Meetings. I also ensure we hold the correct contact details for all clients of the Practice. You will most likely hear from me soon to book your review meeting if you have not already.

Why do I enjoy working in Financial Services?
I enjoy working in Financial Services because every day in the office is different and I’m always kept busy. There’s always new things to learn, especially with up and coming and ongoing changes in regulations.