Ian is a Chartered Financial Planner with over twenty years experience, specialising in high net worth and corporate clients. Prior to joining St. James’s Place seventeen years ago, he was a Senior Adviser with Barclay’s Premier, Barclays Corporate Banking and also served six years in the Royal Navy. He now specialises in investment planning and tax mitigation for private clients and business owners.
Andy has worked in the Financial Services Industry for over twenty eight years. Following a career in the Armed Forces, he worked with the Prudential Assurance and Legal & General as a Financial and Investment Consultant. Having gained a wide experience of working with private clients, he is now a specialist in investment and inheritance tax planning within Hill Johnstone.
Colin is a Financial Adviser, has 19 years experience in financial services and has been with St. James’s Place for 12 years. Prior to this he worked in engineering and production management.
His main focus is with private clients, advising on investment and pension planning along with personal tax planning.
Charlie is currently working towards becoming chartered following a successful journey through the St. James’s Place Academy. He advocates that spending time analysing both private and corporate client’s circumstances and creating robust plans designed to achieve their objectives is the basis for a successful working relationship. Charlie provides clients with investment and retirement planning advice, whilst also advising on more complex areas such as inheritance tax and trust planning.
Having worked previously with Lloyds Bowmaker and GE Capital as an Account Manager, Jayne then joined Barclay’s Wealth as a Financial Adviser. Jayne supports the Partners and Financial Advisers, providing both paraplanning support and technical administrative support. Her experience brings a broad knowledge of the Financial Services sector to the team.
Joanne (Jo) is Practice Manager and is responsible for managing the office, co-ordinating work across the team, administrative support and ensuring our clients are provided with a high level of personal service. Jo is an accredited member of the St. James’s Place Practice Support Specialists. Jo has previously worked in Recruitment and has over 20 years experience working in regulated business as a Customer Service Manager.
Sarah is responsible for providing administrative support to the team. Sarah joined Hill Johnstone in 2016 after relocating to Bolton from York where she worked as a PA/Administrator in an accountancy practice.