Adrian has been advising clients in the financial services sector since 2002. He started his career working for a private client Stockbrokers before accepting to join St. James’s Place Wealth Management in February 2010.
Adrian has achieved Senior Partner status and is proud to offer the clients of Bowcliffe Wealth Management Ltd a Chartered level of advice.
Having worked for St. James’s Place Wealth Management for 17 years, Scott started with Bowcliffe Wealth Management in November 2019 in an operational role.
Scott has worked in the financial services sector since 1992 in advisory and managerial positions and his role is to help with the operational side of running the business.
Alex offers a bespoke wealth management service to his clients by building long term relationships with them.
This includes providing tailored Pension and Investment Planning advice for individuals and working along-side businesses to meet all their protection requirements.
This personalised approach as well as the level of service Alex provides has allowed him to build a client base mainly through recommendations.
Aaron offers a holistic wealth management service including Investment and Pension planning for professionals and working with businesses to meet all their protection needs.
The personal, high-level service Aaron provides means he meets most clients through positive recommendations.
James takes pride in establishing close professional relationships with his clients. He enjoys taking the time to understand their needs and goals in detail, allowing him to provide a truly personal service.
James focuses on advice in investment, pension, protection and corporate financial planning.
Kimberley joined Bowcliffe Wealth Management Ltd as a PA in 2014. Since then her role has evolved as the business has grown and she is now Practice Manager.
Kimberley’s background is in Financial Services, having spent several years as a Financial Planning Manager with HSBC, where she gained the Diploma in Financial Services qualification in 2011.
The management, organisational & client relationship experience Kimberley has developed over her time in the industry helps to ensure the smooth running of the practice on a day to day basis.
Anna joined the team at Bowcliffe Wealth Management Ltd in February 2018.
In her current role she provides PA support to Bowcliffe Wealth Management Ltd and undertakes all aspects of administration within the Practice, as well as assisting clients with their needs and providing consistent support to the Practice.
Anna has also been given the responsibility of overseeing a lot of the events that Bowcliffe Wealth Management Ltd host.
After graduating from University in 2014 Vicki entered the financial services industry working for an IFA. She then joined Bowcliffe Wealth Management Ltd in June 2015 as a Trainee Paraplanner.
Vicki has successfully completed the Diploma in Regulated Financial Planning and the Advanced Diploma, achieving Chartered status.
Vicki assists the Partners/Advisers in preparing technical solutions designed to meet the client’s financial needs. This includes research and analysis of current holdings, preparing compliance documentation including suitability reports and assisting clients with technical queries.
Paul is a chauffeur for the Practice. He is here to assist all clients, driving them safely to and from appointments at the office or taking them to one of our many events.
Elysha graduated with a degree in Marketing from Manchester University in 2017 which included a 1-year placement completed in New York and Germany.
Key features of Elysha’s role include assisting with marketing activities and co-ordinating client events alongside helping and supporting clients with any queries they may have.
Following an eight-year career with Santander Bank, starting as a Customer Service Adviser and working her way up to Customer Service Manager, a role which she was in for the last 3 years, Danielle joined Bowcliffe Wealth Management in July 2019 as a Trainee Paraplanner.
Danielle works closely with Victoria to assist the advisers, freeing up as much time as possible for them, so that they can focus their time on meeting with clients. Danielle’s role includes preparing suitability reports, illustrations and documentation for client meetings in addition to processing applications.