James is a founder member of St. James's Place Wealth Management. He is a Senior Partner and specialises in Pensions, Investment planning and Trusts*. James Wring has worked in the financial services industry since 1992 and specialises in meeting the financial needs of our clients while offering a high degree of personal service.
James offers the benefit of a single relationship to meet your financial needs, whether your priority is to:
Peter joined Golding & Partners in 2016, and has worked in financial services since 1988.
Peter has worked for large Investment and Pensions compnaies in roles including Senior Investment consultant, and Business development manager.
Key planning interests include, Investment and portfolio construction, and retirement planning.
Peter brings a wealth of knowledge, and experience in financial planning, helping clients with all aspects of their needs, and future plans.
Dawn has previous experience in the customer services industry and now supports the Practice in numerous ways, including client events, hospitality and marketing.
Lena has 19 years’ experience with St. James's Place Wealth Management and is responsible for the day to day administration within the Practice and the management of James’s diary and associated clients’ requirements.
Dominic has been a member of St. James's Place since 2012, providing holistic financial planning to his clients as well as consulting for other practices of St. James's Place. Dominic has now joined Golding and Partners as a permanent adviser for the practice, providing holistic financial planning advice.
He specialises in pension, protection and trust* advice for private clients and businesses.
Emma has been with the company since January 2011 and manages the Mortgage Department. She specialises in Mortgages and Mortgage protection.
Emma has over 12 years’ experience within the banking industry in roles such as Branch Manager, Mortgage Underwriter and Mortgage Adviser.
Prue is PA to Emma Rose, responsible for the admin surrounding Emma’s mortgage business and mortgage-related life and critical illness assurance.
Prue has worked in the retail banking industry since 2007 in roles such as Branch Manager and deputy Area Manager.
Daisy is a mortgage Assistant and supports Emma with all the mortgage and mortgage protection administration. Daisy has previous experience in administration and receptionist roles.
Linzi has worked in financial services for over 8 years, working previously for a large Life Office and SIPP Administrator. She joined Golding & Partners in September 2017 as an administrator providing support to the Partners and assisting with the company administration.
The value of an investment with St. James's Place will be directly linked to the funds selected and may fall as well as rise. You may get back less than you invested.
*Trusts are not regulated by the Financial Conduct Authority.