Before establishing Searle Wealth Management Limited, I advised for 11 years within another St. James’s Place Practice. Prior to that, I spent 17 years working at Lloyds Banking Group where I discovered I had a passion for providing financial advice and protecting individuals’ wealth.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able to offer a rounded, professional and principled service.
Fundamentally, I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive comprehensive and appropriate advice at all times. In line with my professional background, I am focused on developing specialist knowledge and am now fully qualified as an Estate Planning Partner. However, as a representative of St. James’s Place Wealth Management, my service is enhanced and complemented by the provision of advice covering the areas of Investment planning, Inheritance Tax planning and retirement strategies.
Outside of my business, I am a keen golfer and enjoy many outdoors’ activities.
Charity is also important to me and I regularly participate in funding raising golf events and other challenges associated with the St. James’s Place Charitable Foundation.