Meet the team

Nico has over 7 years’ experience working within the Wealth Management sector. He understands how few people have the expertise or time to manage their financial affairs properly. This is especially true given our ever-changing global economy.

Nico believes that it is essential for his clients to take control of their finances sooner rather than later with a bespoke financial plan. His expertise covers a wide spectrum of financial planning which he uses to help grow his client’s wealth over the long-term.

Jonathan strives to deliver a personal and specialised service by building long-term relationships with his clients to ensure his recommendations remain considered, up-to-date and best suited to their needs.

Jonathan’s focus is to create a more secure financial future for yourself, your loved ones or business by providing a service that is marked by professionalism, quality, care and expertise.

Katy works mainly with City professionals, Directors and business owners. She believes that planning and securing a financial future for you, your family and your business is very much a collaborative undertaking.

For each of her clients, Katy agrees a bespoke plan which is tailored to the individual and is designed to help each client meet his or her financial goals and achieve financial security. She meets with her clients regularly to re-assess what is important to them and to re-evaluate plans in light of changing priorities, goals and legislation.

Sajan is focused on providing proactive wealth management and tax planning which includes the preservation and growth of capital by helping his clients to achieve their financial goals and aspirations. Sajan strives to make his client’s money work as hard as it possibly can to meet their goals.

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.

Giles is an Oxford graduate and CFA charterholder with twenty years’ experience in financial services. He previously worked as a fund manager and before joining Morrinson Wealth was an IFA.

Giles believes that the client-adviser relationship is based on trust, and enjoys establishing this over time by developing his understanding of client needs and using his knowledge to meet them.

Tom’s clients are made up of Directors, Managing Directors & Partners from Accountancy, Consulting, Banking and Real Estate firms and contractors within the IT industry. Tom strives to deliver a personal and specialised service to clients by building long-term relationships with his clients and construct solid financial plans to meet their goals and objectives, whether this is school fees planning, retirement or investment planning or indeed inheritance tax planning.

Tom’s clients typically face the constant battle of not having enough time with work and family commitments to keep on top their financial plans and review their financial structure on a consistent basis – Tom eradicates this stress by ensuring his clients have a solid financial plan that is regularly reviewed which allows them to re-stratagise if markets or personal circumstances change.

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.

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.

Your home may be repossessed if you do not keep up repayments on your mortgage.

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.

Andrew focuses on providing incredible value to his clients, their family, loved ones and possible businesses through the advice he gives. He specialises in working with busy professionals to help them work towards achieving their personal, family and business/career goals in an ever-changing world and legislative landscape.

Andrew is efficient, coherent and succinct in the advice he gives, in order to maximise the value he provides in a world where time is a very scarce resource, without detracting from the quality and importance of the work that he delivers.

Andrew is incredibly passionate about educating his clients with a strong focus on personal engagement and relationship building.

Seif has over 8 years’ of experience in providing clients with tailor-made and holistic financial planning. He has helped business owners and managing directors to construct solid financial foundations so they can achieve their goals and thus spend more time doing the things they enjoy.

His aim is to understand his clients’ goals and aspirations and plan towards making those goals happen. He believes that with the right guidance and expertise, every individual should be able to achieve financial security and peace of mind.

Nick has worked in the wealth management sector for over 6 years providing bespoke advice to his clients both in the UK and overseas. Nick understands that few people have the time or the inclination to plan their finances effectively, efficiently and most importantly consistently. As a result, Nick takes the time to get to know his clients by establishing their aims, objectives and priorities and constructs a solid financial plan so his clients can spend more time doing the things they enjoy, safe in the knowledge that their financial affairs are being actively managed.

Nick conducts his advice in a professional, effective and pro-active manner ensuring that the client is at the very core of everything he does. He meets with his clients regularly to ensure that their financial planning is up to speed with ever-changing goals, legislation and regulation.

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.

Elliott focuses on providing financial planning to his clients through a long term holistic approach. He likes to work closely with his clients to determine what their goals and objectives are financially. Elliott aims to achieve financial security and freedom for his clients taking in to account short, medium and long term goals, as well as dealing with unexpected life events.

With integrity and trust at the heart of his business, Elliott looks to build strong, long-term relationships with his clients, and enjoys working with a wide range of individuals from banking to law. He understands that financial planning looks different for all and is able to adapt to the ever changing needs of his clients.

Oliver provides bespoke financial advice to busy and successful individuals to help them minimise tax, maximise wealth and protect against risk.

With over 9 years of international experience, including two years in NYC, he is an experienced wealth manager who focuses on building long term relationships with his clients.

He also works closely with recipients of personal injury and clinical negligence awards. Oliver is a founding trustee of the charity Scinergise, which helps children and young adults with spinal injuries.

In his spare time, he enjoys watching sport and going to the theatre.

Alexis understands how few people have the expertise or time to manage their financial affairs properly. This is especially true given our ever-changing global economy.

Alexis believes that it is essential for his clients to take control of their finances sooner rather than later with a bespoke financial plan. His expertise covers a wide spectrum of financial planning which he uses to help grow his client’s wealth over the long-term in a diversified and tax-efficient manner.

Alexander has over 5 years’ experience working within the Financial sector. He understands how few people have the expertise or time to manage their financial affairs properly. This is especially true given our ever-changing global economy.

Alexander believes that it is essential for his clients to take control of their finances sooner rather than later with a bespoke financial plan. His expertise covers a wide spectrum of financial planning which he uses to help grow his client’s wealth over the long-term in a diversified and tax-efficient manner.

James focuses on ensuring his clients clearly identify their financial goals and have a bespoke plan in place, that takes account of their unique set of circumstances. The primary aim of James’s approach is to make sure he delivers the very best outcomes for his clients and their families with efficient tax planning and a robust investment strategy at the heart of the process.

James has many years’ experience, during which he has developed a wealth of knowledge that he puts to use helping clients navigate the ever-changing economic environment. He has helped many senior clients across a range of industries engage with their finances and achieve financial security and peace of mind.

He understands that for many of his clients there can be a range of barriers to taking control of their financial lives, such as a lack of time, or expertise, he works with his clients to overcome these barriers and guide them along the path to financial success.

David has worked for over a decade across Retail and Investment Banking having worked for Santander, Bank of America Merrill Lynch and Barclays. He now works exclusively with Morrinson Wealth. His focus is on building long-term relationships by delivering a tailored, personal service founded on the fundamentals of financial planning.

David recognises that the most successful people in the world have coaches. Top athletes, CEOs, Accountants, Lawyers even Doctors all have trusted advisors that help improve performance. When people want to improve their financial performance, grow their assets, optimise their taxes and reduce their expenses, he’s aware how powerful it is to have a financial advisor on your side.

He works with individuals, families, and businesses to Inform, Educate and Uncomplicate the obstacles, taxes, legislation and perception of these as insurmountable in the modern busy world.

Many of the people David works with suffer from the same issues, in that they have little time or access to the right tools and expertise to manage their financial affairs as efficiently and effectively as they would like to.

His experience across the Finance Industry allows him to use his knowledge and skill to see the bigger picture efficiently and provide expedient advice. He takes a collaborative and comprehensive approach to financial planning, working together with you to build a plan that reflects you, your family, and your life.

When work permits, he enjoys, depending on the season, keeping fit, cycling, playing rugby, skiing and hiking.

Adam is also a qualified chartered accountant (no longer practicing) with over 20 years’ of experience in financial services. He previously worked at a number of top tier investment banks, most latterly as a Director, but was drawn to financial advice by the opportunity to make a tangible difference to individuals’ lives.

He is a strong believer that integrity and trust lie at the heart of the client-adviser relationship, and thrives off collaboration with the client to create tailored solutions, which achieve their goals through tax efficiency, sound investment strategies & holistic planning.

As a father of three himself, he understands the time pressures faced by successful professionals and business owners, and the value brought by having a trusted adviser to whom you can pick up the phone anytime.

Outside of work, when not enjoying time with his family, Adam pursues his passion for sport: notably golf, cricket, football & rugby.

Indy’s focus is on building long-term relationships by delivering a highly bespoke service founded on the fundamentals of financial planning. By working closely alongside his clients, Indy empowers them to achieve their personal, family and career-related goals.

Indy understands how few people have the time or expertise to manage their financial affairs effectively on a regular basis. As each client’s personal and financial matters are unique, their financial plan should be tailored to reflect this. He believes that with the right guidance and expertise, every individual is able to achieve financial security and peace of mind.

Outside of work, Indy enjoys an active lifestyle filled with travelling, adventure and charitable work. He is usually accompanied on his outings by his Siberian Husky, Akira.

Patrick has worked for over a decade within Retail and Investment Banking having previously worked at Barclays. He now works exclusively for Morrinson Wealth, providing tailored financial advice to individuals from a range of backgrounds including city professionals, directors, and business owners. He focuses on maintaining a high standard of advice that provides peace of mind by helping his clients meet their short, medium, and long-term objectives.

His knowledge and application of appropriate investment vehicles enables him to form strategies to help his client’s wealth to grow in an optimal and tax-efficient way.

Patrick conducts his advice in a concise, efficient, and effective manner, as he understands that in the modern world, busy clients often struggle to find the time to plan and review their financial structure on a consistent basis.

He works with individuals, families, and businesses to inform, educate and uncomplicate the obstacles, taxes, legislation, and perception of these as insurmountable in the modern busy world.

His experience across the Finance Industry allows him to use his knowledge and skill to see the bigger picture efficiently and provide expedient advice. He takes a collaborative and comprehensive approach to financial planning and working with you to build a plan that reflects you, your family, and your lifestyle.

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.

Akash is a member of the CISI and specialises in investment management. He started his career on the trading floor in the City of London and recognises first-hand how few people have the time and expertise to manage their financial affairs effectively and respond appropriately to global macroeconomic developments.

Akash’s focus is on building long-term relationships by delivering a tailored service founded on the fundamentals of financial planning. He places great emphasis on helping his clients construct robust financial foundations aiming to achieve their goals over the long term. His expertise covers a wide spectrum of financial planning which he uses to help grow his clients’ wealth over the long term in a diversified and tax-efficient manner.

Outside of work, Akash enjoys an active lifestyle from skiing, hiking, exercise as well as being a keen cook.

Peter has over 15 years of experience working within the Financial Services sector both overseas and in the UK. Having previously specialised in the Private Client Stockbroking and Portfolio Management sector, Peter truly understands the needs of busy & successful individuals and families. He is focused on developing long-term relationships with all of his clients built on a strong foundation of integrity and trust.

Peter’s focus is to deliver tailored advice to his clients, structured around the fundamentals of financial planning, and service that is professional, efficient and accessible at all times.

Jordan has worked in the Financial Services sector for over 8 years, and has experience in Wealth Management, Private Brokerages and Retail Banking. He enjoys working with his clients, helping them create a bespoke financial plan which aims to achieve their long-term goals and aspirations.

Having done a lot of work with Professionals and Small-Medium Sized Businesses, Jordan understands the unique challenges that clients and their families face throughout their careers and financial journeys.

Jordan also believes that the service he provides is paramount in developing a successful long-standing relationship and meets with his clients on a regular basis to review their plan and re-strategise where necessary.

Jordan focuses on a number of key areas including:

• Pension & Retirement Planning including evaluation of existing and workplace schemes
• Creating medium and long-term Investment Strategies
• Reducing Tax Liabilities (Including Inheritance Tax and Estate Planning)
• Protecting clients, their families and their businesses against Financial Risk

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.

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.

Marvin takes pride in developing and maintaining long-term relationships with his clients by understanding their financial ambitions and implementing strategies for wealth preservation and growth protection. Marvin’s clients benefit from a clear bespoke plan developed to facilitate their individual financial requirements.

With integrity and trust at the heart of his business, Marvin looks to build strong, long-term relationships with his clients, and enjoys working with a wide range of individuals. He understands that financial planning looks different for all and can adapt to the ever-changing needs of his clients.

Ben provides bespoke financial advice to busy and successful individuals to help them minimise tax, maximise wealth and protect against risk. Ben will look to achieve financial security and freedom for his clients taking in to account short, medium and long term goals, as well as dealing with unexpected life events.

With a degree in Economics Ben has studied and worked in the Finance industry for the last 6 years. Ben is the founding member of the Aspiring business leaders’ group, which focuses on being a support network for future business leaders.

With integrity and trust, Ben looks to build long term relationships with his clients. Being the main point of contact for all their financial needs and helping clients through all key life events.

Jack works with high level executives, city professionals and business owners across London. He focuses on building long term relationships with his clients to focus on their financial objectives and guide them through the complex landscape of financial planning.

He understands the importance of creating a robust financial plan that will provide you with an efficient and consistent approach to planning, alleviating a burden on time and utilising the relevant expertise to secure the future of your family or business. Jack works with each client individually tailoring a bespoke financial plan that is regularly reviewed going forward taking a hands-on approach should your personal situation or financial markets change.

Craig has worked in financial services for almost 35 years, including 28 years with Zurich in leadership roles within their intermediary business. Craig joined St James’s Place in 2016.

Craig enjoys working with clients to help them plan and achieve their financial goals and takes great care to build sincere long-term relationships based on mutual trust.

Craig lives in the Cotswolds and has two teenage children. Outside of work and family commitments he loves to hike the surrounding hills and has the misfortune of being a longstanding supporter of Swindon Town FC.

Nigel has worked in financial services since graduating from university in 1986. He had a long career in private client stockbroking, before becoming a regulatory consultant in 2013. He is a Chartered Member of the CISI and has been a financial planner since 2018.

Nigel enjoys working with clients to help them plan and achieve their financial goals and takes great care to build relationships based on mutual trust.

Nigel lives in Guildford with his wife and children. Outside of work he loves walking, socialising with friends, reading and film. An armchair sportsman he is a devoted watcher of Six Nations and World Cup rugby.

Tom is a strategic financial consultant focused on building long-term relationships by delivering a tailored, personal service founded on the fundamentals of financial planning. He constructs financial plans with an emphasis on solid foundations in order to help clients achieve their objectives in an efficient manner whilst ensuring clients have peace of mind that their affairs are being proactively managed.

Vas is a dedicated and results-driven individual with a successful background in exceeding client’s expectations through first-class service.

Vas has a background in financial services, for the last 14 years including banking management, trading & investment education, in addition to Mortgage and protection advice.

Vas is energetic, personable, flexible and adaptable while always maintaining a high standard of customer service with the ability to develop and maintain mutually long-lasting relationships with clients through they’re various changing life events.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Your home may be repossessed if you do not keep up repayments on your mortgage.

In 2022 I was promoted to Mortgage and Protection Adviser within Morrinson Wealth. I am in the final stages of completing my diploma in regulated financial planning, which will then also enable me to provide holistic financial advice for my clients.

Specifically in my current role, I advise clients on finance for residential and buy-to-let, along with access to commercial mortgages. The property market is a fast-moving and ruthless environment, and never before has it been more important to have the reassurance of an advisor to support with navigating this. Beyond this, I also advise on personal protection to secure my clients financial security and resilience.

I am looking forward to continuing to build a community of clients who have received the personal advice and end result that they are looking for, working with strong partners, internal and external stakeholders, and team relationships to facilitate this.

Your home or other property may be repossessed if you do not keep up repayments on your mortgage.

Commercial and some buy-to-let mortgages are not regulated by the Financial Conduct Authority.

Your home may be repossessed if you do not keep up repayments on your mortgage.