I have over 17 years' experience in financial services mainly working as an IFA. I subsequently decided to accept the invitation to St. James's Place to ensure that I can spend more time developing client relationships, ensuring clients receive a first class service. I specialise in investment planning, retirement solutions and inheritance tax planning, working mainly with business clients that require ongoing wealth management and business advice.
I am married to Kate and have two boys. In my spare time, I enjoy playing golf, competing in triathlon’s, practicing martial arts and spending time with the family.
Michele joined Clay Warden in June 2017 as another of our administrators. She has previously spent many years in financial services and more recently has been a qualified paramedic. Michele’s responsibility lies in helping our clients who hold pensions and investments to ensure that they are being serviced correctly. Within her role she ensures that any applications are submitted and completed in a timely manner and makes sure that the client is updated throughout the process. Whilst the directors are out of the office, Michele also acts as a point of contact for clients who wish to discuss their investments. Michele also helps the directors with the preparation of client documentation and completion of suitability letters.
Away from the office, Michele enjoys travelling with her Husband and walking her dog, Hudson.
Kate joined Clay Warden in August 2018 to support Ben in delivering the very best service tailored to the clients’ needs. Kate graduated from The Nottingham Trent University with a business degree and brings a wealth of marketing expertise she has developed from working in a range of service industries including law, hospitality and agriculture. In her role, Kate helps clients receive regular contact and financial reviews to make sure we are working towards their financial goals. She also has responsibility for the website, events and marketing communications.
Married to Ben, Kate works three days a week in the Practice allowing her to look after their young sons, Joseph and Billy, the rest of the time.