John has a wealth of experience helping clients to achieve their financial goals. With over 19 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.
Liam is responsible for providing clients with a direct line of communication to and from the shop premises.
Liam has over 14 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 have access to a range of services available through Accountants and Solicitors.
In his spare time Liam enjoys spending time with his partner Lucy and their energetic Springer Spaniel Trudy.
Madaline joined Prestfield Wealth Management 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.