With nearly 20 years experience in the financial services industry, Abbeygate Wealth Management Ltd are able to offer a complete service to clients in all aspects of financial planning.
We provide personalised, face to face wealth management advice to individuals, their families and business whether your requirement is to build wealth, manage cash and borrowings or protect your wealth against risk.
We are a Partner Practice of St. James’s Place Wealth Management and offer a comprehensive range of wealth management products and services from companies within the St. James’s Place Wealth Management Group and also from a range of external organisations carefully selected by St. James’s Place.
In addition to providing clients with the financial planning they require, we pride ourselves on keeping our clients abreast of current market affairs and events that could affect their financial future.
We provide a “Monday Market Bulletin” which contains a round-up of financial news from the previous week. You may view this via the “WeekWatch” bulletin link.
Wealth Manager & Director
James established Abbeygate Wealth Management in 2007 after leaving Barclays Wealth. His key focus continues to be maintaining client contact and providing holistic financial planning. James takes pride in establishing a personalised, tailored rapport with clientele and over the last 20 years has built some very long-lasting relationships, counting many of his clients as friends.
Initially beginning his career with Pearl Assurance, James was approached by Barclays Wealth and subsequently progressed to providing advice to their high net-worth clients. Having gained extensive knowledge and experience in Wealth Management James decided to take the leap to set up his own business. With a background in stockbroking, as well as financial planning, James has a vast range of experience upon which to call when advising clients. Furthermore, his calm, personable approach helps to put people at ease.
James’ interests include socialising with family and friends, he also enjoys fly fishing when he gets the opportunity.
Emma joined Abbeygate Wealth Management in 2018, prior to which she worked for a high-level business consultant for 13 years, having worked her way up from a Junior Administrator to Office Manager.
She oversees the running of the business and is methodical and practical in her approach. She is a team player, ensuring that everyone in the business is working together to achieve the best results. She is keen to develop her skills within this role and wants to study to achieve Chartered Manager status.
In her spare time Emma enjoys socialising with her family and friends, reading and holidays in the sun.
As Senior Administrator, Jen is a real team player who enjoys working with clients and colleagues alike. Jen’s role reinforces Abbeygate Wealth Management’s hallmark friendly and approachable service.
Jen is outgoing, extremely organised and has a passion for providing excellent customer service. She takes pride in seeing each case through to a successful conclusion and helping clients achieve their investment goals.
Prior to joining us Jen spent almost eighteen years as a teacher. She has brought with her a wealth of experience in planning, strategy, co-ordination and administration. She has a young family and enjoys spending time having fun with them when she is not at work.
Dimity joined the Abbeygate Wealth Management Team in 2016 as an Administrator. Having spent over two years learning about the business she naturally progressed to studying at the St James’s Place Academy, graduating as a fully qualified Adviser in March 2019.
Her prior experience in event management furnished Dimity with a range of skills and experience. She is highly organised with meticulous attention to detail and endeavours to build a strong rapport with clients and colleagues alike. Dimity prides herself in maintaining regular contact with her clients, paying close attention to their aspirations. She is driven to provide the highest quality advice in order to help clients achieve their financial goals and is working to achieve Chartered status in the near future.
Dimity enjoys spending free time with family and friends and is currently working on turning her new house into a home.
Adam is a Pension and Retirement Planner with a focus providing a personal and interactive approach. His practice incorporates the use of cashflow forecasting and a text update service to modernise your experience and provide bespoke financial planning. ‘Having a clear financial strategy is wonderfully reassuring. Everyone thinks about taking retirement, but few have a clear plan of what to do when they get there’.
Fully qualified as a Financial Adviser (DipFA) with a background in business development, Adam is always on the other end of the phone ready to help and advise. He strongly believes that client feedback is an important part of any business relationship and is always keen to improve or refine his approach.
When he’s not working Adam enjoys spending time with his partner Emily and two boys Arlo and Theo.
Client Relationship Manager
Karina’s background is within the prestigious motor trade, having worked for BMW for 15 years in the Corporate Client sector. The knowledge and skills she gained in providing an excellent client experience has naturally enhanced her role as Abbeygate Wealth Management’s Client Relationship Manager.
At the heart of Karina’s remit is to look after clients, forging strong adviser-client connections and keeping everyone up to date with the services being provided. She prides herself on her personalised approach, genuine sincerity and concern for others.
Karina has a very busy family life with two children and husband to look after, caring for and keeping in touch with family and friends is vitally important to Karina. She loves to cook and watch cooking shows and looks forward to her holiday’s in the sun.
Client Relationship Administrator
Iain has recently joined the Abbeygate Wealth Management team after relocating from Bristol with his family. He has a background in Business and Economics and has come to us from a Bristol Real Estate company where he gained a wealth of experience in the field of commercial and residential property management.
Very much a people-person, Iain is looking forward to working with Karina in helping to develop Client Relationships within the practice and increasing his knowledge base across all aspects of the business. Iain brings with him a fresh perspective and a keen interest in the finance industry. He is also in the process of undertaking Financial Planning qualifications.
In his spare time, Iain loves playing and watching most sports, travelling and also spending time socialising with family and friends.
Dawn has been advising clients for 20 years after leaving the Royal Air Force in 2000 and retraining into Financial Services.
A farmer’s daughter from the North East of England originally, she is a keen horsewoman and competes and volunteers at many events in the East Anglian region. AWM also sponsors classes at the prestigious Houghton Hall International British Eventing Festival in North Norfolk every May.
A very down to earth and straightforward character, Dawns clients appreciate her direct and ‘easy to understand’ approach to managing their finances.
Always striving to improve knowledge and skills, Dawn is working towards Chartered adviser status and Fellowship alongside each other and currently has 3 exams to take before achieving this. Specialising in Estate Preservation and Inheritance Tax Planning, Dawn has helped many clients reduce or completely mitigate their Inheritance tax liability ensuring their estate passes to their beneficiaries intact.
Grace recently joined the Abbeygate Wealth Management team after graduating with a BA in Politics and a GDL in Law. Her previous experience in the legal sector and her understanding of the political environment means Grace is an excellent problem solver. Grace has a friendly and personable approach to clients, aided by her experience in negotiating as well as in customer facing roles. Grace helps to keep the smooth running of the office by assisting Jen with administration in order to help clients achieve the best out of their investment.
Grace is a sociable character, enjoying time spent with friends and family. She also likes to keep active by swimming and playing netball.
Grace is excited to be beginning her career in financial wealth management.