John has a wealth of experience helping clients to achieve their financial goals. With over 20 years of experience working for well-known high street banks, Private Banks, and wealth management divisions in both advisory and management positions, he is now a representative of St. James's Place and is helping both personal and corporate clients achieve their financial goals.
John specialises in all areas of financial planning, including: investment planning, retirement planning, personal protection and inheritance tax planning. He also works with business owners on all their financial requirements, such as corporate pensions planning, mitigating tax liabilities and aspects of business exit strategy planning*.
Outside of work John enjoys spending time with his family, and supporting a number of charities.
Elwyn is responsible for working closely with our personal and corporate clients to deliver effective financial solutions that will help them achieve their financial goals.
Having worked in the financial services industry for over 10 years, Elwyn is an experienced financial adviser who is able to deliver financial advice on all areas of financial planning, including: investment planning, retirement planning and inheritance tax planning. He also works closely with a number of local businesses on all their financial requirements, such as corporate pensions planning, mitigating tax liabilities and aspects of business exit strategy planning*.
Elwyn enjoys building long-term relationships with his clients and working closely with them to make their financial aspirations a reality.
Outside of work Elwyn relaxes with his family and pet dog Finley by taking long country walks. Elwyn is a keen runner and has taken part in a number of Charity running events.
Rowena, an Olympian, former European Judo Champion and National Coach, brings a unique set of skills to help our clients develop individual financial plans and make decisions which fit their unique needs.
Rowena works with clients from all backgrounds, but specialises in supporting business owners and people who work in sport.
She has a passion for seeing people fully utilise their own areas of expertise, achieve excellence, and realise their dreams. Her expertise in the financial arena helps our clients to focus on what they do best and plan for “bumps along the way”. Cutting through the complexities, reducing stress by gaining clarity and ensuring that this area is not neglected helps clients to gain peace of mind and focus.
Areas of advice include identifying most appropriate savings and investment planning and protection for retirement or times of reduced income, business protection and financial considerations for supporting the next generation.
Through long term relationships, Rowena becomes part of our clients’ personal team, ensuring plans are adjusted and contingencies built in to deliver resilience in our rapidly changing world and through developments in personal circumstances.
When Rowena is not working she still enjoys practicing a little judo, nurturing her garden, walking in the hills and cooking/eating delicious food with her family.
Liam has over 16 years of experience working for Retail and Private Banks in both an advisory and managerial capacity. He works closely with our financial advisers to ensure that all clients receive the highest level of service and clients are kept up to date with the latest information and news that may affect their wealth.
Liam is also responsible for the business to business relationships, ensuring that Prestfield Wealth Management UK Ltd have access to a range of services available through Accountants and Solicitors.
In his spare time Liam enjoys spending time with his wife Lucy and regularly attending the football at Manchester United where he has been a life-long fan.
Madaline joined Prestfield Wealth Management UK Ltd in May 2018 on a part time basis as a Client Relationship Assistant. As part of her role Madaline provides customer service support to our clients and ensures the partners are kept up to date with any client servicing requirements.
Madaline enjoys assisting our partners in their everyday role and delivering the highest customer service standards. Madaline provides a warm welcome to clients at our Prestwich Practice where customer care is paramount.
In her spare time Madaline enjoys long walks with the family dog and when possible catching up on her favourite box sets.
Having 29 years experience within the financial service industry working for three major high street banks and more recently a firm of chartered financial planners, John has a wealth of knowledge on all aspects of financial planning.
John’s ultimate goal is to free up as much of the Financial Planner’s time as possible so that they can concentrate on what they do best, which is sitting in front of clients.
John undertakes product research, obtains illustrations and uses analytical software to review a client’s existing arrangements. This research is then pulled together into a detailed suitability report for the Financial Planner to review before it is forwarded to the client.
Outside of work, John enjoys playing golf and going to the gym. He enjoys walking and spending time with his family.