Richard Booth Wealth Management Ltd

Partner Practice of St. James's Place Wealth Management

Rachel Sunderland

I joined the team in September 2017, making me the newest member. One of my main roles in the office is to ensure we are compliant with policies and procedures and are up to date with regulatory requirements. Alongside Lisa-Marie, my role also involves making sure we deliver growth in a sustainable way and in full accordance with our mission statement.

I live in Bridlington with my two children and in my spare time I enjoy socialising, keeping fit and spending time with my family.

Lisa-Marie Weetman

Being the first point of contact and the voice at the end of the phone for over 10 years, I have developed strong client relationships. My main role in the office, alongside Rachel Sunderland, is to support Richard’s commitment to helping clients, both new and existing, whilst managing business flows.

I have two young children and live in Scarborough. In my spare time I enjoy all aspects of cooking.

Rachel Paul

I joined the Practice in January 2016. My role includes liaising with other professionals and organising events as well as offering administrative support to the rest of the team. I previously worked as an Administrator in a Creative Industries Centre.

Living in Scarborough gives me the great opportunity to enjoy the wonderful coast, that’s right on our doorstep, which I take advantage of in my spare time.