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

Warren Hadlow, Director

  • Specialises in working with family groups across generations to build, grow and protect funds
  • His approach is to understand where you are now with your finances - and agree a written down set of goals to work towards
  • Outside of work Warren, loves travelling, rugby, skiing, fishing, and generally messing about with boats

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James Parry, Director

  • James specialises in providing advice to corporate clients in all areas of their business. James focuses on their structure and the best way to tax efficiently extract their profits.
  • He has a holistic approach to providing financial advice to both personal and corporate clients. James is also qualified to provide advice on final salary pensions and has been pivotal in building this area of the business.
  • Outside of work James is a keen golfer and an avid Liverpool Football fan.

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Tom Hadlow, Director

  • Specialises in setting goals with his clients and their families, helping to manage, develop and keep family funds within the family
  • His approach is to have a great understanding of both where clients are now and where they want to be in the future, linking to the goals that have been set
  • Outside of work, Tom enjoys cooking, skiing and walking his two whippets, Olive and Arnie

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Ben Gittins, Director

  • Specialises in retirement income strategies and later life planning working with large family groups and business to grow assets in a tax efficient manner
  • His approach is to challenge your existing financial arrangements to ensure your finances are working towards agreed set of objectives and desires
  • Outside of work Ben, loves travelling, sports, and spending time with friends and family

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Gwyn Edwards, Director

  • Specialises in tax efficient investment, estate and retirement planning
  • Oversees the London branch of Hadlow Edwards
  • Helping business owners maximising their retirement planning provisions and devising aspects of exit strategies
  • Outside of work, Gwyn is an avid sports fan and enjoys watching football and rugby, and enjoys playing golf himself

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Mandy Lewis, Wealth Management Consultant

  • Offers a holistic advice service to existing and new clients in the areas of investment planning, protection planning and retirement planning. She looks to build a strong long-term relationship to give the best possible advice
  • Her approach is to understand where you are now with your finances and help you achieve your goals
  • Mandy’s hobbies are travelling, running and going to rock concerts

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Charlotte Yates, Wealth Management Consultant

  • Specialises in helping clients grow their wealth, whilst helping them protect what’s important and enabling them to help the next generation
  • Charlotte enjoys understanding a client’s current financial situation, goals and aspirations and then putting a plan in place to get them from where they are now, to where they want to be
  • Outside of work, Charlotte loves to travel, spend time with her husband and 3 dogs, whilst also keeping fit at the gym

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Jonathan Peatfield, Mortgage Consultant

  • Jon looks after our client’s mortgage needs
  • Jon can help clients with their residential mortgage requirements as well as mortgages for investment properties
  • Outside of work, Jon spends time with family and friends, and coaches his youngest daughters’ football team. Jon also has a Labrador, Woody, who he gives a lot of his attention in his spare time

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Richard Hadlow Powell, Wealth Management Consultant

  • Specialises in working with family groups across generations to grow and protect funds. Richard also helps businesses and their employees by providing advice around pension planning, employee benefits and by workshops conducted within the business
  • Richard’s approach is to understand what your aims and aspirations are, where you are now with your finances and agree a path forward to help you reach those goals
  • Outside of work, Richard loves travelling, football, skiing and golf.

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Callum Ierston, Wealth Management Consultant

  • Specialises in helping families and businesses organise their finances to maximise opportunity, especially through intergenerational planning
  • His approach is to listen to your goals and objectives, and to add financial expertise to help you achieve these
  • Outside of work, Callum enjoys spending time with his family and friends, watching and playing sport, and has a keen interest in travel.

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Howard Ellett, Business Consultant

  • Howard oversees a smooth transition for clients, whilst building and maintaining relationships with them.
  • He facilitates the procurement of new Clients for Hadlow Edwards with networking.
  • Outside of work Howard loves travelling, walking and spending time with his wife and grandchildren

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