Andrew Whiting has been in the financial sector for 30 years, joining St. James's Place Wealth Management in 1991. The Practice has kept its high level of service for clients under the leadership of Andrew from its inception through advising individual and corporate clients and providing them with tailor-made financial plans, which are reviewed regularly to ensure long-term future prosperity. Andrew specialises in providing high quality personal advice on many aspects of wealth.
Richard joined the Practice at the start of 2013 as a Law graduate, having worked in pension administration prior to this. He went through the St. James's Place Academy programme whilst para-planning for the Practice, becoming a fully Diploma qualified Adviser in December 2013. Richard was drawn to the Practice because of its emphasis on helping individuals and families in planning to meet their short-, medium- and long-term financial goals, whilst building long-lasting relationships with his clients.
Brett has been in the financial services industry since 2001 gaining essential knowledge and experience in the delivery of high quality personal advice to individuals, businesses and trustees. Brett specialises in retirement, estate and inheritance tax planning, life and health insurance, investment and portfolio management. Brett’s ethos is developing strong long-term client relationships built on confidence and trust. This is combined with a tailor-made financial plan designed to suit individual needs whilst providing regular reviews as their financial circumstances evolve.
As Business Operations Manager, Lorna takes care of the financial aspects of the Business, as well as the Human Resources and Corporate side of the LLP. This includes dealing with wages, invoices and pensions implementation to ensure the smooth running of the LLP. She also continues to deal with our clients and the administration within the office as and when required.
As Practice Manager, Sue is responsible for the overall office administration. She ensures that the business runs smoothly and will often be in touch with clients to ensure they're happy with their portfolio. With day-to-day responsibility for managing the organisation, Sue supports the team and the advisers in maintaining continuous long-lasting relationships with clients.
As the Practice's trainee Paraplanner, Matt works with the financial advisers to prepare financial statements and support each client’s financial strategy, through carrying out research and analysing each of their products and services held. Once the analysis is complete he then proposes and drafts together a financial report to meet each client’s, needs and objectives and supports the ongoing client relationship through maintaining regular system reviews of their personal situation.
Jan arranges client reviews and along with managing all of our client communications. Jan is also involved in developing marketing campaigns to promote services and ideas that are offered by the Practice.
As the Practice’s Marketing Executive, Zoe will be involved at all levels of the marketing process. This includes researching, advertising, increasing online interest, organising promotional events, evaluating and analysing success of events and liaising with clients.
Lucy is one of the teams administrative assistants who, on a daily basis, works alongside the advisors to help maintain their long lasting relationships held with clients. Lucy also provides administrative support to the team, focusing mostly to ensure that clients are dealt with in a professional and efficient manner.
Gary has a wealth of experience in a variety of client-focused roles working at strategic and operational level within the financial services and investment management sector. Gary is the first point of contact for all initial client engagements on behalf of Andrew Whiting Wealth Consultancy LLP.
Harry has recently graduated from university and will be working within the practice in conjunction with completing the St. James's Place Academy. Harry will learn the different operation stages in place when attending to each client’s needs, leading him on the path to become an adviser within the practice.