Based in Suffolk, I provide bespoke wealth management advice to clients both within East Anglia and London.
I have spent my entire working career in the financial services industry; I spent the majority of that time working for a well-known high street bank mainly working in the Wealth Management and Corporate areas. As a consequence, I have a high level of understanding and experience of the finances of high income, high net worth individuals and business owners. I have also established an excellent network of contacts and have first rate working relationships with other professions which regularly benefit my clients.
I have over 35 years experience in finance, banking and wealth management and use this to deliver personalised planning solutions for my clients who have differing goals and aspirations. I worked as an Independent Financial Adviser for five years before deciding to accept an invitation to join St. James’s Place Wealth Management.
I believe to be truly effective, it is vital for me to fully understand my client’s circumstances, financial objectives and plan. Where necessary I help them develop an appropriate plan. This should be reviewed regularly as part of an ongoing process to monitor that the plan remains current and reflects the changes in circumstance that will inevitably occur, taking appropriate action where possible to reflect those changes.
I aim to provide a high level of client service. Most of my clients come to me as a result of referrals from existing clients or professional contacts and I regard this as evidence of both my level of service and my “trusted adviser” status with clients. I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development.
In summary I see my role as delivering sound financial planning, combined with excellent customer service and good old fashioned common sense, which sadly seems not very common.
Outside of my business, I am a keen sportsman although I recognise that my best playing days are well behind me! I still enjoy and play golf regularly and shoot a little. I enjoy watching most sports including football, rugby and cricket.
Gill spent 15 years working for a major High Street Bank, mainly in a customer service role.
She left to raise her children and now works with Andy as his Practice Manager. This means she helps him with the administration of his business and is a point of contact for his clients. Outside of work Gill enjoys reading especially crime novels and quizzes.
After leaving college Bob joined Barclays Bank in Cambridge undertaking a number of roles in the Retail Sector, whilst also completing the Chartered Institute of Banking professional qualification. After concluding his branch based career in Cambridge, where he was responsible for a team managing high net worth clients and the considerable student customer base, he undertook a Head Office role project managing a team responsible for the implementation and staff training, for a customer facing service and sales system. It was whilst undertaking this role that the opportunity arose to move to Cheshire to continue further project management initiatives.
Having known Andy for many years it was any easy decision for him to commence working with Rectory Green Financial Services Ltd in the middle of 2016, providing administrative support in the first instance.
Proving that there is ‘life in the old dog’ he has achieved a Diploma in Regulated Financial Planning (Dip PFS), whilst providing ongoing administrative and paraplanning support to the Practice.
Away from the office he has an interest in live music, travelling and motorcycle racing, although these do tend to take a back seat when helping to look after his two beautiful grandchildren.
Kate worked for Barclays Bank for 40 years in many senior roles, eventually retiring as a senior project manager working on confidential, high net worth projects.
She has known Andy personally for many years and when the opportunity arose to work with him at Rectory Green Financial Services Ltd as his PA she was happy to join the team.
Away from the office she has a love of 60/70s music, gardening and when she gets the chance helping to look after her two beautiful grandchildren.