DIRECTOR

William's clients are made up of Business Owners Directors, Managing Directors & Partners from Accountancy, Law, Private Equity firms and contractors in the IT industry. Many do not have the time due to work and family commitments, nor the expertise, experience and resources to ensure that their financial well-being is being well looked after consistently year after year.

William makes sure his clients have a solid financial plan for either personal affairs or their business that is regularly reviewed which allows them to re-stratagise if markets or personal circumstances change.

He is able to advise his clients on the following:

• Retirement planning

• Investment planning

• Business & Personal protection

• Business Exit Planning Strategy*

• Trusts**

In his spare time William spends his time with his family, especially with his two children. When he gets a chance he enjoys watching sport and occasionally gets to go on the golf course!

*Exit planning may include the referral to a service that is separate and distinct to those offered by St. James's Place.

**Trusts are not regulated by the Financial Conduct Authority.

SENIOR PARTNER

I have considerable financial services experience spanning 25 years, having worked globally as a Finance Director in Banking, Asset Management, Insurance and Wealth Management.

I specialise in offering expert face to face advice in a wide range of financial planning areas including tax efficient investment planning, retirement planning and inheritance tax planning and financial protection for individuals, trustees and businesses.

I am a Chartered Certified Accountant (non-practicing), Chartered Financial Planner, and have an Executive MBA from Warwick Business School (Distinction).

My aim is to provide a highly professional service that always puts the interests of my clients first. I know that you are the most important part of our business and that our future success depends on how well we advise you and help you plan for the future.

My philosophy focuses on maintaining a long-term trusted relationship with clients, whilst showing distinct quality, integrity and excellence. I offer clients a bespoke and high level personal service and take time to really get to know clients before offering financial advice.

The level of satisfaction may be judged by the fact that many new clients come to me as a result of personal recommendation by existing clients. When you need advice, you need advice you can trust, which will assist you in managing your financial affairs more effectively. I can relate to you and your needs, I don't talk jargon, and I explain concepts clearly.

Any meetings which we have are entirely confidential, and without obligation.

FINANCIAL PLANNER

Georgina provides tailored Financial Planning to individuals, business owners and the agricultural sector, to help them maximise tax optimisation, protect against risk and maximise wealth.

She wants every person to have the peace of mind knowing their finances are in order, and provides personalised advice and strategies to help them build towards their goals, whether it is:

• Building wealth.

• Retirement planning.

• Investment planning.

• Protecting against risk for yourself, your family and your business. 

Her mission is to take the stress out of financial decision - ensuring you can focus on what matters to you most, and aims to utilise her expertise to help people and businesses navigate the complexities of their finances with confidence and ease. As a Financial Planner, she has satisfied rigorous criteria relating to professional qualifications and ethical good practice.

Outside of work, Georgina spends a lot of time in the outdoors and on the farm, and enjoys exercising whether it be running, biking or swimming.

FINANCIAL PLANNER

Kirill helps professionals, their families and businesses with highly personalised financial advice. He always aims to bring value to every meeting, and enjoys making complex strategies and models easier to understand. He primarily helps with:

• Retirement planning.

• Investment planning.

• Succession & estate planning.

• Protection against risk.

He understands that clients' circumstances often change, as does UK legislation and the wider economy. Kirill is always there to help his clients adjust the plan and stay on track towards their goals, whatever the weather. As a Financial Planner, he has satisfied rigorous criteria relating to professional qualifications and ethical good practice.

Outside the office, Kirill is a keen skier, football fan and loves classic rock. He also designs and makes Christmas decorations with his family.

OPERATIONS MANAGER

As the operations manager and executive assistant at Southover Wealth, Christine provides comprehensive support to financial planners in their day-to-day activities. This includes ensuring the smooth running of all back-office tasks for clients and their respective advisers, such as submitting business, tracking metrics, liaising with clients and compiling data.

In her spare time, she enjoys travelling, theatre and music festivals.

OPERATIONS ASSOCIATE

As the operations associate at Southover Wealth, Louis' role is to provide support to financial planners wherever possible. Often this involves working with client documentation and ensuring we have sufficient information back from providers so the respective advisers can give guidance on clients’ financial situations.

Outside of work, Louis enjoys walking his dogs and participating in sports such as football and golf.

OPERATIONS ASSOCIATE

With 15 years + experience working with client services and administration roles Louise Is responsible for the client support, aftercare, and day to day administration of the practice.