Philip Stebbings – Partner

Phil founded the business in 1988 from a Building Society background spanning 17 years. Whilst Phil spent many years specialising in Mortgages and Investments, in recent years he has concentrated more on the corporate market. Having lived and worked in the area for over 25 years Phil has a number of Corporate Clients and advises on Company Pension schemes and Business Protection.

Andrew Taylor – Partner

Andrew has been involved in Financial Services for more years than he cares to admit! As someone who enjoys getting stuck into complicated figure work, he specialises in Inheritance Tax Mitigation and Retirement Planning. He is also responsible for assisting Trustees in arranging their investments, whether it be a simple Will*, Trust, or a complex multi-layered arrangement. His clients always seem to appreciate his attention to detail!

Karen Webb - Adviser

Since starting her career in financial services more than 17 years ago, Karen has gained extensive knowledge in residential and commercial mortgages for both the UK and overseas markets. With her additional knowledge of the pension, protection and investment markets Karen has been successful in building long term relationships with her clients, providing a trusted source of advice as their financial needs evolve over the years.

Michael Pluck – Practice Manager

Having worked in different sectors of the financial services industry for the past 30 years, Mike brings a wealth of experience and expertise to the company, with whom he has been associated since 1993. Mike’s responsibilities stretch much further than ensuring the operation runs smoothly on a day to day basis; he also heads up our customer communication programme. Our clients need to be kept informed, and by having one key person responsible at all times ensures that we never lose customer focus.

The 'Back-up' Team

Our clients and our advisors rely heavily on the support of our 'behind the scenes' team. Our administrators have an important part to play in the achievement of your aims and ambitions. Without their skill and experience it would be difficult to provide you with the outstanding service we strive to achieve.

*Wills and Trusts are not regulated by the Financial Services Authority.

*The writing of Wills involves a service that is separate and distinct to those offered as a representative of the St. James's Place Wealth Management group

Working with other specialists Although, like us, all members of the St. James's Place Partnership are expert advisers in their own right, some have exceptional expertise in specific and often highly technical areas.     more