Lindsay joined the practice in 2013 and has been working within Financial Services for 15 years, providing both administrative and paraplanning support.
She is responsible for overseeing the operational function of the office to ensure an efficient and high level of service is provided to all of our clients. She is currently studying to complete her Diploma in Regulated Financial Planning.
Lindsay enjoys travel, keeping fit and fashion.
After a successful career as a St. James’s Place Partner himself Howard now works alongside Bilal managing and developing client relationships.
Howard brings a wealth of experience and expertise to the team and has a proven track record in the financial services industry with over 30 years experience.
Howard now enjoys spending more time with his fiancée and young son Hugo. He is enthusiastic about all sports but mostly only as a spectator or coach now.
Glen joined the Practice with over 25 years' experience in the financial services industry mainly running his own Partner Practice together with his business partner Trevor. Having made the difficult decision to step away from giving regulated financial advice he now works in conjunction with Think Wealth to develop relationships with both private and corporate clients. Glen enjoys spending time with his wife and best friend Jayne to whom he has been married for 31 years, he is also a passionate golfer.
Trevor has worked in financial services for over 33 years and joined St. James’s Place in 2012. Having advised clients directly over this period he specialised in offering expert advice in a wide range of important areas working closely with Local Authorities, Medical Professionals, Teachers, University Lecturers, Police Officers and the Fire Service. Now in a non advisory role Trevor continues to develop these relationships for Think Wealth. Trevor enjoys spending time with his family and socialising with friends. He also enjoys a variety of sports.
David joined the practice in 2017, having previously worked for another St. James's Place Partner for over 10 years.
David specialises in many areas including taxation, investments, pensions and trusts. In his non-advisory role he designs solutions to help meet complex investment and tax planning requirements. He also assists with training other team members. David is currently working towards Chartered Financial Planner status.
David enjoys family time, hiking, playing music, and aspires to be a part time Yoga teacher.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
*Trusts are not regulated by the Financial Conduct Authority.
Kathryn is our Senior Administrator and is responsible for providing our clients with a high level of personal service.
Kathryn has worked in the Financial Sector for over 25 years working in a variety of roles, which has provided her with significant experience to perform her current role with the utmost professionalism and attention.
Kathryn also enjoys attending the gym, walking, cycling and spending time with her family and friends.
Catherine provides compliance support to Bilal on a number of areas including technical report writing and administration tasks.
Catherine prides herself on delivering high quality reports for our clients through obtaining accurate and extensive information. She is currently working towards the Diploma in Regulated Financial Planning.
Catherine enjoys watching sport, cooking and socialising with her friends and family.
Jordan graduated from Sheffield Hallam University in 2015 with a Bachelor’s degree in Science. Keen to pursue a career in financial services, he joined Think Wealth Limited in 2017.
Jordan provides a service to our clients by obtaining detailed information, to ensure we provide holistic financial advice. He is actively looking to increase his knowledge of the financial services industry and hopes to begin studying the Diploma in Regulated Financial Planning shortly.
Jordan enjoys gastronomy, watching football and regularly socialising with family and friends.
Having gained four years’ experience within the St. James’s Place Office Administration department, Sarah made the move to Think Wealth in 2018 to pursue a career in the technical side of Financial Services.
Sarah’s role as Administrator is to support and work closely with our team to ensure everything is acted on promptly and to assist with the smooth running of the Practice. She is currently working towards the CII Diploma in Regulated Financial Planning, having already passed two exams.
Sarah enjoys keeping fit, NFL and live music/theatre events.