Based in the beautiful City of Bath, I provide holistic financial planning and wealth management advice to clients both locally, and more widely throughout the whole of the UK.
I have devoted the majority of my working life, now over 26 years, to helping others make the most of their money and realising their financial goals.
Of this 26 years plus, I have run my own practice for 21 years. Over that time, I have built long term relationships with a very wide cross section of clients, whose needs are individual and incredibly varied.
Financial Planning isn’t just about financial products; it’s about people and their financial goals and objectives. My role therefore is to build long term relationships with my clients, where I use my years of experience and knowledge to help them form a financial strategy and then sift the various options available to them, so that strategy helps them achieve their financial objectives in a cohesive, flexible and efficient manner.
Both myself and my team pride ourselves on the level of service we provide to our clients and we are always striving to improve the service we offer. I believe being a Senior Partner Practice of St. James’s Place Wealth Management, enhances our proposition and the services we can provide to our clients, by giving us more time to concentrate on advising clients, rather than dealing with compliance or research, as part of their role is to support us in this area.
Outside of my busy working life, I love spending time with my family, as well as keeping fit, skiing and travelling to see what the world has to offer, as often as I can.
I have been involved in Financial Planning for over 20 years. It is something I am passionate about and I am lucky to be able to do a job that I enjoy.
I gain a huge amount of satisfaction from helping people to make logical informed decisions by doing detailed research for them and presenting them with the facts in a clear straightforward way. I enjoy building solid long term relationships with my clients who know they can always rely on me. I am dedicated to constantly moving forward within my professional development to ensure that I always remain at the top of my field.
Outside of work I am a family man and involved in my local community with two grown up children. I am also a keen Golfer.
I have been working in Financial Services for over 30 years and throughout that time have gained a wide experience of all the relevant markets. Since teaming up with Nigel and Keith I have moved away from advising clients and have taken an operational role in the business. In short, I am responsible for the smooth running of the practice on a day-to-day basis.
My experience has been gained working for a number of stock market listed financial services providers and since 2002 I have been running our practice. In this business it is important to be up to date with the latest innovations, so personal development is high on my agenda.
My aim is to ensure that as a firm and individuals we offer the highest levels of customer service and in order to achieve this we have sophisticated back office systems and cutting edge IT to support our advisers and staff. It is important that through training and development everyone within the team provides the best possible outcomes for our wide and varied client base.
Outside of the office I enjoy windsurfing and cycling on a regular basis, I also like to travel to experience different lifestyles and cultures.
I am based in the beautiful town of Christchurch on the South Coast and enjoy boating and water sports in the local area.
I started my career in retail management and now have over 23 years of experience within the financial services industry. I have held prominent positions within large financial companies, including Financial Planning Executive at HSBC and Area Sales Manager for a major Life Company, and spent 14 years providing independent financial advice.
I am now a Wealth Manager at Future Wealth Management, a Senior Partner Practice with the prestigious St. James’s Place. I conduct my business through personal recommendations from existing clients and professional associates, constructing a large client base of high net worth individuals and businesses. I specialise within the pension, investment and wealth management sector and offer a personal and corporate resolution within a diverse range of financial situations.
I am fortunate to have retained a large number of clients from my first years within the financial industry and now provide advice to the next generation. I feel that ongoing regular contact and reviews with my clients helps build close relationships and trust.
I have been providing financial advice to personal clients for over 25 years. My experience skills and knowledge have been acquired through a successful career working for leading organisations such as Bradford & Bingley Building Society, Frizzells and Liverpool Victoria.
My goal is to build long term relationships with my clients. I get immense satisfaction helping them to achieve their financial objectives by protecting and growing their assets in a tax efficient manner, for their present and future needs and those of their families.
I advise in all areas of financial planning and specialise in Inheritance Tax Planning, Investment Solutions and Retirement Planning. I have an Advanced Diploma in Financial Planning and I am a Member of The London Institute of Banking & Finance.
I live in the beautiful coastal village of Warsash, Southampton. My family life is very important to me and my pastime is spent supporting my son with his sport, daily walks with Daisy, our Jack Russell, and taking care of our chickens. I also love to cook and nearly always have a house full of family and friends to entertain.
I am located in South Somerset and started my career as an Account Manager in Insurance Services after gaining a Business Degree.
I am excited to be working as a Financial Adviser at Future Wealth Management, a Senior Partner Practice of the prestigious St. James's Place, and to provide sound holistic financial advice to my clients.
I spend a considerable amount of time studying for professional qualifications to improve my personal development. I am extremely enthusiastic about building long term relationships with my clients and getting to know them as individuals. I also offer a personal and professional outlook when conducting business and strive to deliver an excellent service throughout the relationship.
My goal is to provide clients long term solutions to their ever changing and complex needs across all areas of Financial Planning. I help clients plan their financial resources in a flexible and tax efficient manner so that they may achieve their future financial goals and objectives.
Outside of Financial Planning, I love spending time with my family and socialising with friends. I enjoy participating and watching all sports especially football, golf, cricket, and tennis. I coach childrens football, enjoy the gym and am passionate about taking part in fundraising events for charity. I particularly enjoy the varied cultures and sights of the world and am a keen traveller, having visited over forty countries worldwide.
Stef has worked in the Financial Services industry for over 14 years and achieved Chartered Status (in a non advisory capacity) in the Summer of 2017. Stef still strives to further her technical and financial knowledge wherever possible.
Within Future Wealth Management, Stef's main focuses are dealing with all aspects of pension planning, producing Suitability Reports, managing relationships with High Net Worth clients and carrying out important and necessary pension and tax calculations on behalf of clients.
Outside of Future Wealth Management, Stef enjoys socialising and working out.
I have vast experience of working closely with both corporate and personal clients across the globe, to help them with their requirements ensuring solutions are in place to achieve the desired results.
As a Financial Planner I assist my clients to realise their financial goals and achieve their objectives, through holistic financial planning and providing comprehensive financial planning and wealth management advice in the South West and across the UK.
At the core of the Financial Planning service I provide is building long term relationships with my clients. This is achieved by providing a face to face service which enables me to sit down with my clients and understand their financial goals and objectives. In turn this allows me to form a financial strategy, look at various solutions available (ensuring that these are correct for my client), which helps my clients to make an informed decision on the presented solutions.
When I am not working, nothing gives me more pleasure than to spend time with my beautiful family. My wife and I have been married for 21 years and we have 2 wonderful children. Having young teenagers most certainly keeps me active.
I am a Level 1 Football Association (FA) Coach and coach the local Under 11’s team. I keep fit and attend the gym at least 3 to 4 times a week (get it done at 6am and this sets you up for the day). As well as keeping fit, I also like to maintain a healthy and wellbeing state of mind.
I am located in the busy market town of Frome, Somerset and am delighted to be working as a Financial Planner with Future Wealth Management, a Senior Partner Practice of St. James’s Place Wealth Management.
As a Financial Planner I aim to build lasting relationships with my clients and provide sound financial advice to help achieve their goals and objectives. I provide advice in a wide range of services whether looking to build, grow, or protect your wealth. Taking a holistic approach to my client’s financial circumstances I’m able to deliver a tailored, face-to-face service suited to their individual needs.
Outside of work I enjoy spending valuable time with family and friends who are very important to me. I am very active and enjoy most sports, in particular golf which I have played from a young age however I still haven’t quite mastered as of yet.