Rick joined the team in 2017, he has been advising clients from a wide variety of backgrounds for over five years. He is extremely passionate about providing the highest quality of advice and service to his clients and takes a proactive approach to ongoing service. Rick likes to make sure his clients are looked after for the long term, not just during the initial stages of their journey. Rick is a keen golfer and cyclist outside of work.
Vikash was invited to join St. James’s Place Wealth Management in 2015. Working closely with each of his clients; Vikash provides bespoke, face-to-face financial advice in an ever-changing political and economic climate. Vikash is dedicated to building long-term, high-trust relationships with his clients helping them to achieve their personal ambitions through solid financial planning. Outside of business he enjoys keeping fit, reading and spending time with his young family.
Kevin has been successfully advising clients since 1989 as part of NatWest Private Banking. He was invited to join St. James's Place Wealth Management in July 2003. Kevin has built long-standing relationships with his clients who see him as their trusted financial adviser. Kevin is married with two children. He enjoys playing golf and following Nottingham Forest in his spare time.
Scott has over 20 years experience in financial services after entering the profession as a graduate in 1996. He subsequently joined St. James’s Place in 2002. Scott achieved Chartered Financial Planner status in 2007 and was one of the earliest advisers to become a Fellow of the Personal Finance Society in 2009. He is married with two children and enjoys spending time with his family and playing golf in his spare time.
Colin has been in the financial services profession for over 20 years and has represented St. James's Place since 2003. He is diploma qualified and a member of the Personal Finance Society.
Josef joined Chatsworth Wealth Management in 2018 and is highly committed to helping individuals, business owners and families plan and achieve their financial goals. Josef strongly believes in bespoke, face-to-face financial advice: always ensuring that his clients get the right advice for their own circumstances. In his spare time Josef enjoys travelling, keeping fit and spending time with his family.
Laura is Scott's sister and has worked for the business since 2004. She is responsible for the finances of the business and dealing with any technical queries which clients may have. Laura prides herself on her high levels of client service. Laura is married with two young children.
Lia joined Chatsworth Wealth Management in July 2016 after relocating to Lichfield. Lia is Diploma qualified in Regulated Financial Planning and she works closely with the advisers in order to prepare and implement recommendations, update client files, ensure all compliance paperwork is in order and many other tasks relating to financial planning, which require a broad knowledge of financial services. She loves travelling and spends most of her spare time reading and practicing yoga.
Maxine joined Chatsworth Wealth Management as Office Manager in 2018. She is responsible for the smooth running of the office, together with supporting the financial advisers in the delivery of outstanding client service. Maxine has a daughter and in her spare time enjoys going to the gym, baking and singing in her local choir.
Liam joined the team in 2018 as Practice Administrator. He provides administrative support for our Paraplanners and Financial Advisers to ensure that our clients receive a seamless and exceptionally high level of service.