Partner Practice of
St. James's Place Wealth Management
 

David James, Practice Manager

David has worked in the financial services industry for 7 years. David and Michael have experience working together in a previous organisation. David brings a wealth of back office knowledge amassed from the length of time he has spent with other financial companies. David uses the knowledge, ideas and good practices to support Michael and the clients in producing service to the highest possible level.



Andy Pelling, Paraplanner

Andy and Michael have been working together since 1996 when Andy joined a financial Services Company that Michael had already established himself at. Since then Andy has honed his skills in the Paraplanner Role and is Qualified at Diploma level.

He brings a wealth of knowledge and expertise in all areas of financial planning, offering a different dimension in assisting Atkins Financial Management with technical solutions to client objectives and goals in his reports.

He also provides ongoing technical support across a range of specialist areas and is an invaluable part of the team.