Joshua Lawrence
Financial Consultant
Joshua is a Chartered Member of the CISI and specialises in Investment Management. Having worked on multiple trading floors across the city of London; including Foreign Exchange, Derivatives and Equities, he recognises first-hand how few people have the time and expertise to manage their financial affairs effectively and respond appropriately to macroeconomic developments.
Joshua aims to replace complexity with competence and peace of mind. He combines his experience with creative tax-planning to help his clients to manage risk, grow their wealth and achieve their objectives.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
Ben May
Financial Consultant
Ben’s focus is on building long-term relationships by delivering a tailored, personal service founded on the fundamentals of financial planning. He places great emphasis on helping his clients construct solid financial foundations so they can achieve their future goals and spend more time doing the things they love.
His knowledge and application of appropriate investment vehicles enables him to form strategies to help his clients’ wealth to grow in an optimal and most tax-efficient way.
Ben provides advice in a clear, efficient and effective manner, as he understands that in the modern world, busy individuals often struggle to find the time to plan and review their financial structures on a regular basis.
When work permits, he follows his interests in fitness, football, golf and music.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
Helen Ewers
Financial Consultant
I have devoted my career to helping my clients achieve their goals and recognise their full financial potential. I have vast financial experience having worked in financial services all my working life, working in Halifax and Lloyds TSB before moving to J Rothschild Assurance Group which is now St. James’s Place Wealth Management.
My objective is to provide a life-long commitment and relationship to all my clients, offering a wide range of services to benefit them throughout their lives. I do not provide a generic service and will advise my clients according to their needs and objectives. I will spend time getting to know my clients and their own unique situations before advising the best solution for them.
Outside of work, I enjoy walking around the countryside, taking European city breaks and the occasional long haul holiday, taking weekend retreats to my apartment on the South Coast and watching my favourite football team.
Mike Ewers
Financial Consultant
I have worked in the financial services arena since 2005, originally as a mortgage adviser, which gave me a vital grounding in dealing with people and helping them find the right solution. In 2007 I became a fully qualified financial adviser and this meant that I could now help people with their investment planning, retirement planning and protection needs.
I have been working with St. James’s Place since January 2009. My focus is always to develop and maintain long term relationships with my clients, offering a holistic level of service. Every client is individual and therefore should receive a bespoke service, tailored to their individual needs whether they are a younger person starting out on the property ladder or a more affluent person looking to place a considerable lump sum of money.
The team at Morrinson Wealth Management pride ourselves on the service we provide and we are always prepared to give that little bit extra. This approach regularly leads to new introductions from clients to members of their friends and family who are attracted to the excellent St. James’s Place proposition.
We also undertake client events on a regular basis and we view these as a superb way to reward our clients for the trust they have shown in us in looking after their financial affairs.
Outside of work I enjoy watching football, swimming, going on short European city breaks and socialising with friends.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.