ABOUT US

Wayne is founder and Branch Principal of the Raymond James branch based in the Ribble Valley, which was established in 2009.  He has over 10 years’ experience advising private clients on both their financial planning and investment needs and always places his clients at the centre of what he does.

He will help in any way he can, helping clients achieve their personal, business or life ambitions. He also likes to support local causes and sponsors various local events and sports teams.

Wayne is a Chartered Wealth Manager and member of the Chartered Institute for Securities and Investment.  He has a BSc Honours degree and holds a variety of financial qualifications including the Chartered Institute for Securities and Investment’s level 6 qualification in Private Client Investment Advice and Management as well as the Chartered Insurance Institute’s Diploma in Financial Planning.

Area of speciality

Wayne specialises in working with successful business owners on both a business and personal level, helping them to work towards their financial goals and objectives.

Gary has nearly 30 years of industry experience and is both a Chartered Financial Planner and a full member of the Society of Trust and Estate Practitioners (STEP). He uses this knowledge and experience to help Individuals and Trustees find the best ways to manage the assets they have and to successfully work towards securing their future prosperity.

Areas of specialty

Gary particularly enjoys working with wealthy individuals and families to plan wealth strategies aimed at keeping assets within the family and away from the damaging effects of Inheritance Tax and Long Term Care fees.

He also works with trustees and their legal advisers to build coherent, suitable strategies to manage trust assets and reduce the overall tax liability thereby allowing trustees to successfully meet the aims of the trust.

He can make complex issues seem straight forward and uses this ability to give people peace of mind that they are on track to succeed in their aims.

Paul is Head of Branch Research at the Ribble Valley Branch and he manages the wealth directly of a select number of clients. He holds a first class honours degree in PPE (Politics, Philosophy and Economics), the CISI Investment Advice Diploma and is an associate member of the Chartered Institute for Securities and Investment.  He is currently studying towards the CFA (Chartered Financial Analyst) qualification.

Areas of speciality

He is best suited to clients who have a keen interest in their investments, due to his ability to draw on his research role to answer in depth questions on investments or broader economics. He is friendly and personable, which helps clients to feel comfortable working with him in the long term.

Tracey is a qualified Stockbroker, Investment Adviser and Financial Planner with over 9 years’ experience in her field. She is a member of the Chartered Insurance Institute and holds a Diploma in Financial Planning as well as a BA Hons in English.

Areas of speciality

Tracey specialises in working with individuals and small businesses particularly women in business in the Ribble Valley area. Tracey also engages with families and helps generations work together with their succession planning requirements. She enjoys building solid long term relationships with her clients.

Her areas of expertise are in providing bespoke investment, retirement planning and retirement income advice; whilst looking after client’s overall wealth and creating strategies to achieve future goals.

Roni has over 30 + years within the Financial Services sector, where she uses her customer focused experience to advise both individuals and businesses across the North West on their financial planning needs whether planning for retirement, family or business protection, or just investing a lump sum for a more secure financial future.

She is a member of The Personal Finance Society and holds a Diploma in Financial Planning. She is passionate about social issues and is a member of the Rotary Club of Blackburn

Areas of speciality

When drilling down to establish clients’ goals she has the expertise to help identify and prioritise these areas and prepare clear, no-jargon advice on the most appropriate financial products for each personal circumstance. A plan, which will encompass retirement planning and ensure that your family, or business, and assets are appropriately insured to safeguard against loss, illness or death.

Matthew is our newest Wealth Manager at the Ribble Valley branch.  He is qualified with the CISI Investment Advice Diploma and is an associate member of the Chartered Institute for Securities and Investment.

 Area of Speciality

Matthew’s passion is helping clients change their lives.  He takes away worry and stress during life’s complicated transitions, to give his clients piece of mind, so that they can focus on the more important things in life.  Using the expertise of our multidisciplinary office, Matthew helps his clients find the best way to take control of their money and make wise financial decisions.

Andrew is an Associate member of the Chartered Institute for Securities and Investment, holding a level 4 qualification in Investment Advice, more recently adding Financial Planning and Advice to his diploma. This broad scope across his diploma allows him to identify any opportunities for his clients, as well as drawing on the expertise of a multidisciplinary office.

Areas of speciality

Having spent a number of years with the research team, Andrew is able find the most appropriate investments specific to the client’s overall strategy. He likes to spend time with his clients to further understand their goals and objectives which allows him to create a truly bespoke portfolio.

Fraser has been with the company for nearly three years now, starting life as a trainee wealth manager.  He has worked alongside Wayne for all this time and continues to support him and help manage his client relationships with a select group of successful business owners.

Fraser is qualified with the CISI Investment Advice Diploma and is an associate member of the Chartered Institute for Securities and Investment.

Area of speciality

Fraser specialises in working with successful business owners on both a business and personal level, helping them to reduce the burden of running a business, whilst helping them work towards their personal goals.