My career in financial services began when I joined the family Practice in July 2008. Shortly after I graduated from the St. James’s Place academy and following continued studies I achieved a Diploma in financial planning with the Chartered Insurance Institute (CII). I continue to further my development and commitment to our clients and am in the process of completing the level 6 advanced diploma pathway with the CII in order to achieve Chartered Financial Planner status.
Since joining the family Practice I have gained valuable experience working closely with David Coe, our Private Client Consultant from the outset, ensuring that I was committed to delivering advice and service with integrity and values that put our clients at the forefront of what we do, this commitment remains at the heart of Coe Capital Wealth Management Ltd.
During my time advising I have experienced one of the worst financial crises in living memory, during which I worked with our clients to help them navigate the challenging environment that was posed by one of the deepest global recessions in modern times. The way in which we achieved this was supported by the distinct Investment Management Approach of St. James’s Place and the quality of active fund managers that manage money on behalf of our clients.
I am proud to be part of a true family Practice, one that takes time in getting to know our clients and understanding their needs so that we can share a mutual vision and create a financial plan that aims to meet their short, medium and longer-term financial planning goals.
We continue to evolve our offering and in doing so we have introduced innovative financial planning modelling to our planning process, ensuring that we continue to deliver the best outcomes for our clients.
I look forward to working together with our clients and future generations to follow.
I joined our family Practice in 2011 and spent my first year within my financial services career in the St. James’s Place head office, where I gained valuable experience whilst focusing on marketing, pension legislation and investment management. Shortly after, I joined the St. James’s Place Next Generation Academy where I spent a year training and studying to obtain my Diploma qualification through the Chartered Insurance Institute, and like Ian Gill I am continuing my studies to achieve the Chartered Financial Planning Status to carry on my commitment to both our clients and our family’s business.
I work very closely alongside David and Ian to continue the provision of personal, face to face advice, designed to put our clients firmly at the center of everything we do.
Since joining I have gained considerable experience and I am now our companies dedicated mortgage and protection adviser, I also specialise in providing advice within investment, and retirement planning. We aim to create open and honest long-term relationships with all of our clients, understanding their short, medium and long-term goals and reviewing these regularly.
Coe Capital Wealth Management Ltd is built with intergenerational planning at the heart of everything we do, both for our Practice and our client’s families.
I began working in financial services in 1978 and having worked for several companies in our industry where I held a variety of roles ranging from ‘tea boy’ as an 18-year-old, operations manager, adviser and assistant national sales manager to Independent Financial Advisers.
With the support of several clients, who clearly wanted tailored advice and service I set up our family Practice in 2003, which has now evolved to become Coe Capital Wealth Management Ltd where I have now moved to become the Private Client Consultant. I specialise in providing tailored advice focusing on investments, trustee investments and Inheritance Tax Planning.
I am extremely proud to be part of a true family business with values that put the client at the heart of all we do.
I have been working in the Practice since 2004 having been in the financial services industry since 2001, prior to this I worked in the customer service sector.
I am responsible for building and maintain strong relationships with our clients, ensuring a high standard of service is provided at all times. I also support the advisers with business processing.
I have been in the financial services industry since 2007, Starting my career at Nationwide Building Society as a Senior Liaison Officer.
As the Practice Manager I am on hand to help with the smooth running of the back office. I am responsible for successfully implementing company policy, controlling the finance and building and maintaining an effective business.
I have worked in the banking and financial services industry since 1979.
My previous experience has enabled me to provide significant administration and technical support. Within the Practice I am now providing a consultancy role for the practice in all aspects of Client Servicing, Paraplanning, Marketing and Compliance.
I am very proud to be working alongside my family to provide a personal and professional service to our clients. Our focus is firmly on our client’s needs and to help build and maintain our relationships.
I joined the Practice in 2018 and I have been in the financial industry since 2009. As Elliott’s cousin, I can say that I am contributing to the family theme.
My role within the company is to ensure that we maintain our client reviews on a regular basis, organizing group client meetings and daily administration support to the team.