I have worked within the Financial Services Industry since 1980, during which time I have provided banking, mortgage and general financial advice to a variety of clients with different aspirations and financial objectives.
My aim is to provide a personal face to face service, providing advice which takes full account of my clients' particular circumstances. I would expect to meet clients on a very regular basis to both review the arrangements already made on their behalf and to consider any new requirements which they may have.
I am able to provide professional advice on
We have two highly experienced mortgage advisers working in our Practice who are able to provide advice in the mortgage market whether that be to clients seeking to buy a new home, acquire an investment property or merely seeking a remortgage arrangement. We are able to offer a comprehensive range of mortgages from across the market, which lenders make available to mortgage intermediaries.
Whether your need is straight forward or complex I can provide personal, professional advice to suit your individual requirements.
My aim is to keep my clients aware of the most up-to-date information and opinions. I maintain long-term, trusted relationships with clients, showing quality, integrity and excellence which in turn gives financial peace of mind.
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.
With over 10 years in the Financial Services Industry, I pride myself on helping my clients reach their financial goals.
It is of paramount importance to me to build long lasting relationships with my clients and be their Financial Adviser of choice. When I was invited to join the prestigious St. James’s Place Partnership I didn’t hesitate to accept and as a result I am able to offer an industry leading Wealth Management Proposition to my clients.
I am married to my wife Samantha and we have 2 children, Freya & Ethan. I enjoy spending my spare time with my family & friends.
David has been working as a mortgage adviser for over ten years and has a wide range of experience in providing excellent client service to high net worth individuals. He is very familiar with the different ways people are paid and making sure we approach the right lender, in the right way, to get the best possible result.
With over 11 years’ experience working across the full range of services in mortgage and lending transactions, Kate has built a strong reputation that is second to none based on excellent client service, market awareness, and clear and concise communication. Specialising in high net worth residential and buy-to-let mortgages for UK residents, contractors or multi complex income streams and Expats.
Bev is our Accredited Practice Manager, and has over 20 years experience within financial services. She is responsible for the day to day running of the office, with a sharp eye for detail, ensuring high quality standards are met within both compliance and business processing. She is instrumental in delivering the best possible service to our clients’ ensuring their needs are met and their experience is one of professionalism and knowledge.
Nick has worked in financial Services for more than 30 years and has a depth of experience following a long career in Private Banking with Coutts and also as a former Partner at St. James’s Place Wealth Management.
Nick provides additional non-advisory support to Gary on a range of client issues.
With a background in Law and then having spent 17 years in retail management. I joined Gary Shields Wealth Management LLP in November 2018 to utilise my skill set in the efficient running of the office and to provide excellent client service.