Goodall-Smith Wealth Management Ltd

Partner Practice of St. James's Place Wealth Management

Donné Paddison, Personal Assistant

Having previously worked in London within the advertising industry as a Client Services Manager with clients ranging from the banking sector to luxury goods, Donné joined the Practice as Personal Assistant to Amy Goodall-Smith in early 2019. She maintains Amy’s extensive diary, whilst also overseeing promotions, advertising and marketing for the Practice.

Laura Hill, Office Manager and Senior Paraplanner
(St. James’s Place Accredited Paraplanner)

Laura has been working within Financial Services since September 2009. She is responsible for the research and analysis required in the preparation of client pension and investment audits. She has completed the St. James’s Place Paraplanner Accreditation program and is currently working to gain the CII Diploma in Regulated Financial Planning.

Georgina Close DipPFS, Paraplanner

Georgina has been working within Financial Services for the last 20 years, gaining experience through building society, banking and product provider roles. This allowed her to complete her Certificate in Mortgage Advice and Practice and Diploma in Financial Planning.

At the start of 2019, She made the leap over to Goodall-Smith and hasn’t looked back gaining experience in Paraplanning and Practice life!

Debra Williams, Client Services Administrator

Debra ‘Debs’ recently joined the Practice in August 2019 and brings to the team over 21 years of financial experience working within the Financial Services Industry in both senior client services and administration roles. She has recently completed Level 2 Business & Administration certificate and is currently working to gain the St. James's Place Bronze Accreditation.

Diane Craven, Customer Service Assistant

Di spent 15 years working in a customer facing role in a City Investment House ultimately managing private client share portfolios. After a long career break, during which she trained as a fitness instructor, Di has returned to the world of finance and has been working for St. James’s Place for the last three years.