Senior Partner Practice of
St. James's Place Wealth Management
 

Robin Tindale FPFS, Managing Director

Robin is a Fellow of the Personal Finance Society and has over 25 years of experience in advising high net worth individuals on their financial planning requirements. In this time Robin has developed a specialism in respect of retirement planning and holds the advanced G60 pension qualification.

Robin takes an holistic approach to financial planning with clients, which ensures that any planning forms part of a coherent strategy, encompassing issues such as income, capital and inheritance tax mitigation.

Robin is also qualified to give advice in respect of Long Term Care planning. This enables him to help plan for the potential future or immediate cost of care fees for my clients and their families.

Over the years Robin has assisted hundreds of client in both well diversified and tax efficient investment planning and he is particularly keen on developing long term, trusting relationships

Specialities

Retirement planning, including commercial properties in SSAS and SIPP
Inheritance tax mitigation with investment/trust planning*
Tax efficient investment planning
At retirement planning using Drawdown and Long Term Care vehicles
Wealth creation / wealth protection strategies

*Trusts are not regulated by the Financial Conduct Authority.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

Tel: 01522 518759
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Samuel Tindale DipPFS, Wealth Management Consultant

Sam is entering his third year working in the financial services industry. He has obtained his Regulated Diploma and has a small bank of private clients that he manages himself. He has focused on growing his client base through client introductions and also assists in servicing existing clients of Tower House Wealth Management to ensure that every client is receiving the opportunity of face to face advice. Sam provides financial advice in relation to Investment planning , Retirement planning and Protection planning to both individuals and businesses. Sam also holds the AF3 Advanced Pensions qualification.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Tel: 01522 518752
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Joseph Sears, Wealth Management Consultant

Joseph has over 7 years experience in the financial services sector and holds the regulated diploma in financial planning. He currently looks after his own bank of private clients and is seeking to increase the number of clients he provides face to face advice to, with a particular emphasis on achieving a long standing advice relationship. Joseph prides himself on providing holistic financial & tax planning strategies with a concentration on the areas of Estate, Retirement and Investment planning.

Joseph is working towards achieving chartered adviser status.

Tel: 01522 518759


Matthew Sargeant DipPFS, Wealth Management Consultant

Matthew joined Tower House Wealth Management after running his own successful practice and has been working in financial services for 3 years after being accepted onto the prestigious St. James’s Place Academy. He has obtained his Regulated Diploma and is currently working towards achieving his Chartered qualifications. He understands that every client has unique requirements, aspirations and ensures that every client receives the opportunity of face to face advice.

Matthew provides financial advice in relation to Investment planning, Retirement planning and Protection planning to both individuals and businesses.

Tel: 01522 517759
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Felix Mayle BA Hons, Pratice Manager

Felix joined the company in September 2016 to help improve the service quality and response times in which we deal with clients. He graduated from the University of East Anglia in 2012. In late 2017 Felix became the Practice Manager and now has overall responsibility for the running of the back office.

Tel: 01522 518752
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Lauren Rodden BA Hons, Client Services Support Manager

Lauren joined Tower House in November 2017 after having previous experience working in Wealth Management. Lauren is currently working as a Paraplanner supporting Felix and specialises in inheritance tax planning. She qualified from Sheffield Hallam university in 2017 with a degree in international finance and investment.

Tel: 01522 518759
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Russell Bruce, Client Services Support Manager

Russell joined Tower House in August 2019 after having previous experience in the banking sector for one of the most recognised high street banks gaining numerous qualifications along the way. Russell worked with the public as a local branch manager for over a decade where service and building relationships was essential in the development of creating lifelong relationships with clients. Russell is currently working in the back office team supporting Felix and the advisors. He is currently working towards obtaining his diploma in regulated services.

Tel: 01522 518759
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Loucie Horton , Client Services Support Manager

Loucie joined Tower House Wealth Management in October 2019. She joins from a background working in the legal sector. She has joined the company working in a client services support role. She is responsible for supporting the advisers to help them deliver professional and timely long term financial planning. Loucie is happy to assist clients with any aspect of administering their investments.

Tel: 01522518759
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