Experience

MW & Partners Wealth Management

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Financial Planner

  • Feb 2023 - Present

• Financial Planner

  • Dec 2021 - Present

  At MW & Partners Wealth Management, we put our clients at the heart of everything we do. Financial planning is something that can make a real difference to your finances and your future. However, many people are often ‘put off’ getting financial advice because it can feel daunting. Our aim is to help you. That’s it.We know it can be a mine field but we’re here to make it simple. We recommend ways that can make your money work harder for you. We’ll chat to you about your personal circumstances and financial goals and work together to build a plan that is manageable.The Value of your investment can go down as well as up. You could get back less than you invested. Trusts are not regulated by the Financial Conduct Authority. Show less



Rich Atkins Wealth Management

• Tewkesbury, England, United Kingdom

• Principal Owner

  • Feb 2020 - Jan 2022

  I have spent the majority of my career, being able to help Families and Business Owners with their immediate financial needs as well as their motor vehicle choice and financial options. It was evident to me that as a nation we are not educated enough in how to manage our Personal Finances. So, I took the plunge a few years ago and started down the path of my own financial planning practice. I now am able to work with families and small business owners with their financial plans and goals. From protecting what matters to growing what's there and passing on through the generations, I am able to help them make sense of the financial world. The Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. Show less



St. James's Place Wealth Management

• Associate Partner

  • 2019 - Feb 2020

  St. James's Place Wealth Management is one of the UK’s leading wealth management organisations. As a company, we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management. St. James's Place Wealth Management is one of the UK’s leading wealth management organisations. As a company, we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.