Story so far; Marcus was appointed a St. James's Place financial adviser in 2007, this was a life goal being met, as he always wanted to be a financial adviser. Prior to 2007,  from as young as he can remember Marcus would go on Saturday mornings, to his father’s financial services office in Mold. Then at that time his father had offices all over the UK and the Middle East. Marcus then progressed from Saturdays to summer months, fully joining his father’s business in 2004 by giving administrative assistance.  This gave him the foundations of giving honest and heartfelt advice. Fast forward to Year 2018, this was a proud career moment as Marcus became a chartered financial planner.

If Marcus is the heart of the business Kimberley is the lungs of the business. She really does help the business breath by giving organisation and process. Marcus favourite quote about Kimberley is “We would be lost without her”! 

In 2021 its been a year focussed on growth, but more about quality, not quantity. As any employer knows its hard to find fantastic, ambitious and self motivated team members. March saw Kim Mckie join the team and Kim really does have a can do attitude. Kim is at the eyes of client servicing. Kim helps make sure all clients are given the opportunity to be seen and giving them understanding of any prospective meetings. er.

We are all very much looking forward to 2023. We hope you all enjoy our journey as very much as we are enjoying being part of your journey.  

Our Service Promise

We do not provide off the shelf solutions, but we offer the benefit of a single relationship for all your financial planning needs. We strive to offer the very best service to develop a long term relationship with you. We aim to deliver our commitment by:

• Providing personal face to face financial advice
• Giving you the opportunity to review your financial affairs regularly
• Effectively managing your investments via the St. James's Place distinctive approach
• Keeping you informed of the latest news and any changes that might affect your personal situation
• Listening to your feedback
• Offering you seminars and events, using highly qualified speakers, ensuring you are kept up to date of any latest financial developments

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.