We are privileged to work with many professionals to whom we refer our clients for expert advice in the areas where we believe it would benefit them.

These would include:

• Conveyancing
• Financial Planning Services
• Farms, landed estates and bloodstock businesses
• Paraplanning
• Taxation
• Wills and personal legal work
• Wills and Probate

For more information, please click here*

Within the St. James's Place Partnership, we also work with Mark Brant on Business Protection including Keyman and Shareholder protection, Lee Clayton for Mortgage Advice and Paul Cody for SIPP and SSAS pensions advice as they are highly regarded and specialists within their individual fields.

Other St. James's Place Specialists

If Louise feels your client requirements would be better serviced by other Partners with specialist backgrounds, then she may introduce you to additional Partners who can provide you with expert advice and subsequent solutions to your enquiries.

The Partners Louise works alongside

Kevin Bradley - BSc. (Hons), FPFS, Chartered Financial Planner and founding member of Elegant Solutions (UK) LLP

Kevin began his Financial Services career in 1980, having come from a background in Lecturing with the National Hospital School for Speech Sciences (University College London) and was invited to join the St. James's Place Partnership in 1993 (when it was The J. Rothschild Partnership). He immediately set about forming Elegant Solutions with the mission to provide fluent strategic solutions to meet the life objectives of his clients.

Over the years Kevin has worked in many diverse areas with a wide variety of different clients. His clients describe him as working ‘tirelessly’ in helping them to achieve their financial goals through a process of high quality planning.

As both a Fellow of the Personal Finance Society and a Chartered Financial Planner, Kevin holds the profession’s highest financial planning qualifications.

Kevin prides himself on the traditional approach he takes when dealing with his clients’ problems. He listens, understands and then offers solutions.

Julie Shew- Position- Mortgage/Protection Consultant

If you have any questions regarding how we work and how we can help, please don’t hesitate to get in touch.

* The services described above are separate and distinct to those offered by St. James's Place and some are areas that are not regulated by the Financial Services Authority