With nearly two decades of experience in financial services Martin enjoys meeting with clients and discussing their individual needs and objectives.
Martin joined St. James's Place Wealth Management in 2018 and his experience enables him to provide great insight for his clients and believes that his honesty and integrity is reflected in long-standing client relationships. He very much enjoys getting to know his clients' aspirations and helping to provide clarity in an often complex industry. He keenly embraces new technologies to better portray clients financial future.
Outside of the business, Martin enjoys spending time with his family, golf, surfing and generally staying active.
Richard has a broad financial background having completed his degree in economics, finance and banking. He also has experience within futures trading as well as previously being employed by a number of top companies including PricewaterhouseCoopers; here he has developed a keen interest for investments and personal financial management.
Richard is keen to further develop his knowledge in this area and is currently studying towards the Chartered Insurance Institute’s Diploma in Regulated Financial Planning. He is currently on his last exam and he will have completed all six within a year, which is a huge achievement.
Richard has been with MJW Wealth Management since 2017 and is on route to become one of our next financial advisers. He is friendly and approachable and is keen to help people achieve their goals through dedicated and personal advice.
Outside of work and study, Richard enjoys Carp Fishing and Kickboxing.
Tanya is the newest addition to our growing team, having joined in early 2019. She was previously working at a large IFA where she supported 3 financial advisers in a client support function.
Tanya has gained extensive experience within the financial services industry and loves to use her knowledge and expertise to serve our clients. She is further developing her technical skills and working towards attaining the Chartered Insurance Institute’s Diploma in Regulated Financial Planning.
Outside of work, Tanya enjoys spending time with family and working on her arts and craft projects.
Claire is currently on maternity leave until January 2020.
Claire has been an integral member of the team at MJW Wealth Management since 2011, working closely with Martin to ensure our clients receive the high level of service they have come to expect.
Claire has built up an extensive technical knowledge, which has been developed further by completing the Chartered Insurance Institute’s Diploma in Regulated Financial Planning.
Outside of work, Claire loves nothing more than exploring her artistic side and can often be found working on her latest craft project, whether that be cake baking and decorating, putting her sewing machine to good use or making handmade gift cards.