We are delighted to confirm two changes within our team:

After nearly 5 years with us learning the culture, ropes and operations within the Practice, Gemma Kerslake is excited to take the first step and in October 2026, starts her formal training to become a Regulated Financial Planner. The SJP Financial Adviser Academy will mean she will be fully focused for 6 months focusing on exams and the essential regulatory requirements, though we will still have her pop-in to visit the team.  The second stage will be her embedding the knowledge once authorised and will be supporting a number of clients, including supporting new clients that will benefit from a professional advisory relationship, covering mortgages, protection and wider financial planning needs.

Kerry Mason has demonstrated her mastery of the administration operations and has proven her ability to be proactive in her role over nearly 3 years with the Practice.  Kerry has now been promoted to Senior Practice Manager and is taking on board further responsibilities to support the Practice’s Advisers.

Congratulations to both Gemma and Kerry on the next stage of your career with Abrey Private Client – Muriel and Brian are confident you will both help the Practice’s offering to clients.

Please watch this space, as we are in the process of recruiting another member to the team who will support our growth and service offering.