Finance Director

• Sep 2011 - Present

Principal

• Oct 2005 - Apr 2018

St. James’s Place Wealth Management is one of the UK’s leading wealth management organisations. As a Partner Practice of St. James’s Place for over 10 years, Wheeler Glazier Wealth Management provides face-to-face financial advice to individuals, their families, and small businesses. Our aim is to help our clients make the most of their money, whether they are earning it, saving it or passing it on.The majority of our clients have little time to manage their financial affairs. We are there to help them, by explaining complex concepts in plain English and delivering bespoke solutions. We’ll also work with their accountants and solicitors to ensure a seamless and joined-up service. We take the hassle out of financial planning, leaving our clients to focus on what they do best.As our clients circumstances change or as their business develops, so will their financial priorities. By providing ongoing guidance and advice, we aim to build trusted and long lasting relationships with them. My key areas of expertise:• providing protection for families or businesses in case of death or critical illness • helping clients save for retirement• advising clients on their options in retirement• investment advice to help clients make their money work harder• reducing the amount of tax our clients pay• ensuring our clients take advantage of tax breaks• passing on wealth between families tax-efficiently Based in Hampshire, our clients are local, in the City and further afield. If you would like a no obligation review of your current financial plans then please contact me. The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested. The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

Adviser and Principal

• May 1995 - Oct 2005

Providing independent financial advice to clients. Providing independent financial advice to clients.

Broker Consultant

• 1989 - 1995

Responsible for building sales and maintaining relationships with Independent Financial Advisers in the Hampshire area. Responsible for building sales and maintaining relationships with Independent Financial Advisers in the Hampshire area.

Proposition Manager

• 1987 - 1989

Set-up mortgage bureau providing secured loans to Hogg Robinson clients. Set-up mortgage bureau providing secured loans to Hogg Robinson clients.

Financial Adviser

• 1984 - 1987

Direct selling of protection and pensions plans. Direct selling of protection and pensions plans.

Management Trainee

• Sep 1979 - 1984