Although, like us, all members of the St. James's Place Partnership are expert advisers in their own right, some have exceptional expertise in specific and often highly technical areas. If your circumstances require this expertise for a particular issue, we will consult and if necessary introduce you to a specialist colleague from within the Partnership, just as we are consulted on particular areas by other Partners.

We often work alongside clients’ own solicitors and accountants providing a complementary service and a fresh perspective to ensure that all aspects of their financial affairs are considered.

Other Specialist St. James's Place Partners that we use:-

Gilly Butler

Gilly Butler's areas of expertise are Onshore and Offshore Investments and Long Term Care.

The client’s overall financial position and any tax implications are key factors for Gilly when advising clients.

Gilly works closely with ourselves and our clients on the above matters. She also takes an active involvement on our clients existing investments to ensure they still meet our clients' objectives.

Gilly has been providing wealth management advice for over 15 years. We have known and worked with her for the last 8 years.

We also use a number of other Partners and admin specialists within St. James's Place in order to utilise such specialist knowledge which, in turn, provides you with the valuable advice we pride ourselves on.

Liz Wade

Liz assists Michelle and Steve with providing our clients with overall financial planning advice.

Liz says "I take time to understand your individual circumstances and needs, then provide advice, solutions and ongoing services tailored to meet your specific requirements."

Glenn Coleman

Glenn provides the practice with full mortgage support from sourcing the right mortgage deal, liaising with the mortgage providers through to completion.

The above all separately represent St. James's Place.