Mayflower Financial Planning

Partner Practice of St. James's Place Wealth Management

Ashlie Berry, Principal & Chartered Financial Planner

Ashlie is the founder of Mayflower Financial Planning and advises our Personal and Private Clients, helping individuals, families and business owners to achieve their goals over the longer term, whilst maintaining exceptional levels of client service.

Ashlie started in the financial services industry in 2005 and went on to start her own Partner Practice of the award winning St. James's Place Wealth Management in 2014.

Ashlie is proud to have achieved one of the highest external qualifications in the financial advisory industry, Chartered Status, demonstrating that she is at the forefront of her profession and serves as a mark of trust with clients and business associates.

Ashlie has a passion for Intergenerational Planning meaning she is able to look after her clients throughout the course of their lifetime, as well as their future beneficiaries.

Ashlie specialises in advising clients in the following areas:

  • Investment Planning
  • Retirement Planning
  • Inheritance Tax
  • Care Fees Planning

Outside of her business, Ashlie likes to keep fit, is a music lover and enjoys spending time with her family and friends.

Mobile: 07584 075389
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Kirsty Docherty, Paraplanner

Kirsty joined Mayflower Financial Planning in 2017 as administration support for the Practice. Kirsty’s drive for success has seen her graduate from the St. James’s Place Paraplanners Academy in 2019 and progressing through to a qualified Paraplanner within the Practice.

Kirsty’s role is to support Ashlie with the documentation of her advice, ensuring that the high standards of service, set by the Practice, are met and maintained.

Kirsty is currently in the final examination process to achieve her Diploma in Regulated Financial Planning and has a strong desire to continue servicing clients by ensuring her knowledge remains relevant and up to date.

When she isn't working or studying, Kirsty enjoys spending time with her two daughters who keep her fit and healthy with their daily activities.

Tel: 01255 317500
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Liam Wilson DipFA, Paraplanner

Liam joined Mayflower Financial Planning as a Paraplanner after achieving his Diploma in Regulated Financial Planning. Previously, Liam enjoyed many successful years in the motor trade.

Liam is responsible for the documentation of advice and ensuring that the high standards set by Ashlie, are met and maintained.

Liam has a strong desire to be a Financial Adviser within the Practice and is actively working hard towards this.

In his spare time, Liam is a keen golfer (handicap of 7!) and a member of Frinton Golf Club, when he isn’t golfing he is spending time with his young son and wife, Kelly.

Hannah Squire, Client Servicing Administrator

Hannah joined Mayflower Financial Planning as a Client Servicing Administrator in January 2020 after enjoying a successful career at Coutts in the City of London, before starting her family.

Hannah brings a wealth of knowledge and client servicing experience to the practice and is responsible for ensuring the office runs smoothly and clients continue to receive the highest level of care and attention.

Hannah enjoys baking cakes and spending time watching her two sons play rugby while her husband Michael coaches, at the weekends.