Martin started in the Financial Services profession in 2000, following on from four years’ experience in the Insurance Industry.
In this time he has gained valuable knowledge and dealt with a wide range of clients. In 2008, Martin joined the highly prestigious St. James's Place Wealth Management. This enables him to draw on the resources of a highly respected and successful organisation with his clients.
Martin’s experience enables him to provide great insight for his clients and he strongly believes that his honesty and integrity is reflected in long-standing client relationships. He very much enjoys getting to know his clients' aspirations and helping to provide clarity in an often complex industry.
Outside of the business, Martin enjoys spending time with his family, golf and painting. He is doing his final Chartered exam this summer.
Claire has been an integral member of the team at MJW Wealth Management since 2011, working closely with Martin to ensure our clients receive the high level of service they have come to expect.
Over the last 7 years, Claire has built up an extensive technical knowledge, which she is developing further by studying for the Chartered Insurance Institute’s Diploma in Regulated Financial Planning. Since the team expanded in 2017, Claire has been able to focus her attention on the analysis and review of our clients’ individual circumstances, working with Martin to devise the most appropriate solutions to their financial planning needs.
Outside of work, Claire loves nothing more than exploring her artistic side and can often be found working on her latest craft project, whether that be cake baking and decorating, putting her sewing machine to good use or making handmade gift cards.
Richard is the newest addition to our growing team having joined in late 2017; he was previously working at PricewaterhouseCoopers where he supported three Tax Partners with their internal finance and risk related matters.
Richard has quickly become a key member of the team and takes ownership over the smooth running of the practice. This enables Martin and Claire to better focus their time to the individual needs of clients. Ultimately this combination allows the practice to better accommodate the unique Wealth Management requirements of clients.
Richard has a broad financial background having had experience within trading as well as being employed at a number of top companies; here he has developed a keen interest in investment and has begun studying towards the Chartered Insurance Institute’s Diploma in Regulated Financial Planning.
Outside of work and study, Richard enjoys fishing and kickboxing.