A dedicated team of specialists, dedicated to your financial objectives.
Having started his career as an administrator at a prominent Practice within St. James's Place, Stanley rapidly grew to becoming a Partner of a Principal Partner Practice, managing over £50m of private clients’ wealth.
Karl comes from a marketing and administrative background, having worked for St. James’s Place since 2012. Karl is responsible for the Practice’s Business Development initiatives, ensuring sustainable growth in the business and ongoing development of the service clients receive.
Tyron is responsible for finance, strategy and stakeholder management. He has over 10 years of experience in the wealth management industry. Prior to joining Morrinson Wealth Management he was the Chief Finance Officer and Partner of a boutique wealth management firm based in London.
Nneka’s responsibilities include Operations, Innovation, Compliance, People and Culture – with a focus on efficiency and the long-term sustainable growth of the Practice. Prior to joining Morrinson Wealth Management, Nneka spent almost 10 years’ experience in Consulting where she delivered strategic and operational programmes in a number of Financial Services organisations.
Having started his career as an administrator at a prominent Practice within St. James's Place, Stanley rapidly grew to becoming a Partner of a Principal Partner Practice, managing over £50m of private clients’ wealth.
Karl comes from a marketing and administrative background, having worked for St. James’s Place since 2012. Karl is responsible for the Practice’s Business Development initiatives, ensuring sustainable growth in the business and ongoing development of the service clients receive.
Tyron is responsible for finance, strategy and stakeholder management. He has over 10 years of experience in the wealth management industry. Prior to joining Morrinson Wealth Management he was the Chief Finance Officer and Partner of a boutique wealth management firm based in London.
Nneka’s responsibilities include Operations, Innovation, Compliance, People and Culture – with a focus on efficiency and the long-term sustainable growth of the Practice. Prior to joining Morrinson Wealth Management, Nneka spent almost 10 years’ experience in Consulting where she delivered strategic and operational programmes in a number of Financial Services organisations.
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 in a diversified and tax-efficient manner.
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.
Maria has a comprehensive level of experience and knowledge having worked in financial services for almost 10 years.
Maria understands how very few people have the time or resources to manage their financial affairs properly and consistently on a year by year basis. Maria provides a wide range of personally tailored wealth management services for private individuals, designed to meet each individual client’s objectives over the long term. Maria’s emphasis is on maintaining proactive long-term relationships, preservation and growth of wealth, as well as utilising tax efficient shelters, all under an umbrella of trusted advice.
Above all, Maria wishes to offer her clients financial security, peace of mind and trust.
Sajan is focused on providing proactive wealth management which includes the preservation and growth of capital whilst utilising tax efficient shelters, where appropriate, in 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.
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 in a diversified and tax-efficient manner.
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.
Maria has a comprehensive level of experience and knowledge having worked in financial services for almost 10 years.
Maria understands how very few people have the time or resources to manage their financial affairs properly and consistently on a year by year basis. Maria provides a wide range of personally tailored wealth management services for private individuals, designed to meet each individual client’s objectives over the long term. Maria’s emphasis is on maintaining proactive long-term relationships, preservation and growth of wealth, as well as utilising tax efficient shelters, all under an umbrella of trusted advice.
Above all, Maria wishes to offer her clients financial security, peace of mind and trust.
Sajan is focused on providing proactive wealth management which includes the preservation and growth of capital whilst utilising tax efficient shelters, where appropriate, in 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.
Nick has worked in financial services for over five years, providing tailored financial advice to City professionals, Directors and Business owners across London.
Nick understands how few people have the time to manage their financial affairs effectively, and even if they do find the time, lack the right tools and expertise to plan as they should.
Planning for the future, whether for yourself, your family or for your business is one of the most important steps an individual will ever take. Nick ensures his clients are well looked after with a bespoke financial plan that can help achieve their goals. He focuses on building long-term relationships with his clients to ensure recommendations remain suited to their needs now, and into the future.
William’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 goals and thus spend more time doing the things they enjoy.
His knowledge and application of appropriate investment vehicles enables him to form strategies to help his clients’ wealth to grow in an optimal and tax-efficient way.
William conducts his advice in a concise, efficient and effective manner, as he understands that in the modern world, busy Executives often struggle to find the time to plan and review their financial structure on a consistent basis.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.
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.
William's clients are made up of Directors, Managing Directors & Partners from Accountancy, Law, Private Equity firms and contractors in the IT industry. They do not have the time due to work and family commitments, nor the expertise, experience and resources to ensure that their financial wellbeing is being well looked after consistently year after year.
William makes sure his clients have a solid financial plan that is regularly reviewed which allows them to re-stratagise if markets or personal circumstances change.
He is able to advise his clients on the following:
Pension planning
Investment planning
Business & Personal protection
Trusts*
*Trusts are not regulated by the Financial Conduct Authority.
Nick has worked in financial services for over five years, providing tailored financial advice to City professionals, Directors and Business owners across London.
Nick understands how few people have the time to manage their financial affairs effectively, and even if they do find the time, lack the right tools and expertise to plan as they should.
Planning for the future, whether for yourself, your family or for your business is one of the most important steps an individual will ever take. Nick ensures his clients are well looked after with a bespoke financial plan that can help achieve their goals. He focuses on building long-term relationships with his clients to ensure recommendations remain suited to their needs now, and into the future.
William’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 goals and thus spend more time doing the things they enjoy.
His knowledge and application of appropriate investment vehicles enables him to form strategies to help his clients’ wealth to grow in an optimal and tax-efficient way.
William conducts his advice in a concise, efficient and effective manner, as he understands that in the modern world, busy Executives often struggle to find the time to plan and review their financial structure on a consistent basis.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.
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.
William's clients are made up of Directors, Managing Directors & Partners from Accountancy, Law, Private Equity firms and contractors in the IT industry. They do not have the time due to work and family commitments, nor the expertise, experience and resources to ensure that their financial wellbeing is being well looked after consistently year after year.
William makes sure his clients have a solid financial plan that is regularly reviewed which allows them to re-stratagise if markets or personal circumstances change.
He is able to advise his clients on the following:
Pension planning
Investment planning
Business & Personal protection
Trusts*
*Trusts are not regulated by the Financial Conduct Authority.
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.
Ardian strives to give you peace of mind, help with tax planning, and protect you and your family.
Ardian helps people achieve better long-term financial outcomes by providing a personal and comprehensive Wealth Management service to individuals, families and businesses; his advice is specifically tailored to meet each client's personal and/or business objectives.
Ardian strives to build strong meaningful relationships with clients, and his emphasis remains on maintaining a long-term relationship with his clients and providing them with a source of trusted, professional, quality advice as their financial needs evolve over the years.
Duncan has provided financial advice for over 15 years and has had roles in life assurance, mortgage brokering and independent advice. He also has experience in managing a financial services department.
Duncan has an in-depth knowledge of the industry and takes pride in being able to offer alternative ideas and solutions. He is focussed on building long term relationships with his clients and is adept at explaining difficult concepts in a clear and relaxed manner.
Duncan believes that Morrinson Wealth Management provides the necessary support and infrastructure for him to deliver an excellent service to his clients. He values the firm’s commitment to service quality and client centric culture.
When work permits he follows his interests in ancient history, science, economics, skiing and fitness.
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.
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.
Ardian strives to give you peace of mind, help with tax planning, and protect you and your family.
Ardian helps people achieve better long-term financial outcomes by providing a personal and comprehensive Wealth Management service to individuals, families and businesses; his advice is specifically tailored to meet each client's personal and/or business objectives.
Ardian strives to build strong meaningful relationships with clients, and his emphasis remains on maintaining a long-term relationship with his clients and providing them with a source of trusted, professional, quality advice as their financial needs evolve over the years.
Duncan has provided financial advice for over 15 years and has had roles in life assurance, mortgage brokering and independent advice. He also has experience in managing a financial services department.
Duncan has an in-depth knowledge of the industry and takes pride in being able to offer alternative ideas and solutions. He is focussed on building long term relationships with his clients and is adept at explaining difficult concepts in a clear and relaxed manner.
Duncan believes that Morrinson Wealth Management provides the necessary support and infrastructure for him to deliver an excellent service to his clients. He values the firm’s commitment to service quality and client centric culture.
When work permits he follows his interests in ancient history, science, economics, skiing and fitness.
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.
Edwin has over eight years’ experience working within the wealth management sector. He provides advice to businesses, directors, professionals and retired clients helping them with practical solutions for the financial issues that concern them most.
Edwin understands how few people have the time or expertise to manage their financial affairs effectively on an annual basis. He believes that there are no off-the-shelf solutions, as every client's personal and financial matters are unique. Planning for the future whether for yourself, your family or for your business is one of the most important steps an individual will ever take. Edwin’s objective is to help clients plan for a more secure financial future.
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.
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.
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.
Edwin has over eight years’ experience working within the wealth management sector. He provides advice to businesses, directors, professionals and retired clients helping them with practical solutions for the financial issues that concern them most.
Edwin understands how few people have the time or expertise to manage their financial affairs effectively on an annual basis. He believes that there are no off-the-shelf solutions, as every client's personal and financial matters are unique. Planning for the future whether for yourself, your family or for your business is one of the most important steps an individual will ever take. Edwin’s objective is to help clients plan for a more secure financial future.
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.
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.
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.
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.
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.
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’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.
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.
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.
Oliver provides bespoke financial advice to busy and successful individuals to help them minimise tax, maximise wealth and protect against risk.
With over 5 years of international experience, including two years in NYC, he is an experienced financial consultant who focuses on building long term relationships with his clients.
Oliver is a founding trustee of the charity Scinergise and in his spare time enjoys watching sport and going to the theatre.
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 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 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.
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 enable them to meet 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.
Zohaib strives to deliver value to his clients by helping them construct a clear route to financial independence.
He places great emphasis on taking a holistic approach so his clients can prioritise the things that matter most reducing unnecessary time, anxiety and even cost attempting to fix the things beyond their control.
Zohaib also understands that most individuals often struggle to find the time to plan and review their financial structures on a consistent basis. By maintaining regular contact Zohaib helps his clients remain on track for their various financial objectives.
“Without knowledge, action is useless and knowledge without action is futile”
Oliver provides bespoke financial advice to busy and successful individuals to help them minimise tax, maximise wealth and protect against risk.
With over 5 years of international experience, including two years in NYC, he is an experienced financial consultant who focuses on building long term relationships with his clients.
Oliver is a founding trustee of the charity Scinergise and in his spare time enjoys watching sport and going to the theatre.
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 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 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.
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 enable them to meet 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.
Zohaib strives to deliver value to his clients by helping them construct a clear route to financial independence.
He places great emphasis on taking a holistic approach so his clients can prioritise the things that matter most reducing unnecessary time, anxiety and even cost attempting to fix the things beyond their control.
Zohaib also understands that most individuals often struggle to find the time to plan and review their financial structures on a consistent basis. By maintaining regular contact Zohaib helps his clients remain on track for their various financial objectives.
“Without knowledge, action is useless and knowledge without action is futile”
Ben has over 4 years industry experience giving client centric bespoke advice to busy professionals in an everchanging landscape. His clients typically struggle to effectively and consistently plan, primarily due to lack of time. Ben helps clients better understand and manage their finances which have usually taken a back seat due to hectic work lives and family commitments which understandably tend to take precedence in our day to day lives.
Ben’s passion professionally is to build long term client relationships built on trust and good advice. Within the area of Financial Planning where no one client is the same and the parameters are constantly changing due to government legislation, Ben aims to alleviate some of the stress of financial uncertainty by giving clear, concise advice in layman’s terms utilising in-depth knowledge of the industry in an array of different areas such as protecting you and your family, and pension and investment planning for future generations. The ultimate objective of all his relationships is to produce the best possible solution for each client ensuring they achieve their goals and aspirations in the most efficient manner possible.
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 levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
Adam has been working in financial services since 1999. Working through the peaks and troughs of the last 20 years has provided Adam with the competence and resilience to provide clients with a balanced and informed level of advice.
Mortgages, structured finance, debt advisory, development and bridge funding, commercial finance and beyond. Adam has dealt with and delivered funding from the high street, through to challenger banks, private banks, family offices and across the globe.
Outside of the office, Adam still occasionally pulls on the rugby jersey and is chairman of his local club, but loves any excuse to head off with the family to the south coast and spend the weekend on the boat sailing around Salcombe and beyond.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.
Ben has over 4 years industry experience giving client centric bespoke advice to busy professionals in an everchanging landscape. His clients typically struggle to effectively and consistently plan, primarily due to lack of time. Ben helps clients better understand and manage their finances which have usually taken a back seat due to hectic work lives and family commitments which understandably tend to take precedence in our day to day lives.
Ben’s passion professionally is to build long term client relationships built on trust and good advice. Within the area of Financial Planning where no one client is the same and the parameters are constantly changing due to government legislation, Ben aims to alleviate some of the stress of financial uncertainty by giving clear, concise advice in layman’s terms utilising in-depth knowledge of the industry in an array of different areas such as protecting you and your family, and pension and investment planning for future generations. The ultimate objective of all his relationships is to produce the best possible solution for each client ensuring they achieve their goals and aspirations in the most efficient manner possible.
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 levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
Adam has been working in financial services since 1999. Working through the peaks and troughs of the last 20 years has provided Adam with the competence and resilience to provide clients with a balanced and informed level of advice.
Mortgages, structured finance, debt advisory, development and bridge funding, commercial finance and beyond. Adam has dealt with and delivered funding from the high street, through to challenger banks, private banks, family offices and across the globe.
Outside of the office, Adam still occasionally pulls on the rugby jersey and is chairman of his local club, but loves any excuse to head off with the family to the south coast and spend the weekend on the boat sailing around Salcombe and beyond.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.
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.
Harry has 4 years’ experience in the Wealth Management Sector, and focusses on building long-term relationships with his clients while providing a service that is clear, concise, and bespoke to their individual circumstances. He meets with his clients on a regular basis to review their financial plan and keep them abreast of any changes that need to be made.
He prides himself on his ability to provide clients with peace of mind, by delivering a robust financial plan that meets their goals and objectives so that they can focus on enjoying the advantages that life brings.
Outside of work, Harry is a keen outdoorsman and enjoys a variety of country pursuits.
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.
Harry has 4 years’ experience in the Wealth Management Sector, and focusses on building long-term relationships with his clients while providing a service that is clear, concise, and bespoke to their individual circumstances. He meets with his clients on a regular basis to review their financial plan and keep them abreast of any changes that need to be made.
He prides himself on his ability to provide clients with peace of mind, by delivering a robust financial plan that meets their goals and objectives so that they can focus on enjoying the advantages that life brings.
Outside of work, Harry is a keen outdoorsman and enjoys a variety of country pursuits.
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.
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.
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