Partner Practice of
St. James's Place Wealth Management
 

Andrew Anderson-Dixon FPFS, Head of Private Client Advice

Andrew is based in Cirencester and leads the private client advice team and is someone whom we rely upon and work very closely with when dealing with particularly high value cases.

His team act as a full support function for all aspects when dealing with particularly high net worth individuals and business owners.



Dan Looney, Investment Consultant

Dan liaises between our investment management team and St. James's Place Partners to ensure St. James’s Place clients are kept fully informed about the ongoing management of their investment portfolios. Dan also has a good knowledge of pension planning and estate planning and how these combine with investment planning to form a financial plan.

Dan enjoys public speaking and regularly presents at client events and seminars hosted by the Partners at St. James's Place.



Iain Mcloed, Investment Consultant

Iain joined St. James’s Place in 2014 as a Senior Consultant with 15 years’ experience in our profession – having previously held specialist positions within the private banking sector. Iain is a specialist consultant within our Private Client Division.

Iain is a specialist in the areas of estate planning, tax planning, and tax efficient investment planning. Iain uses his extensive knowledge and experience to help our most affluent clients with sophisticated financial planning needs. Iain attends meetings and presents at several seminars providing invaluable guidance to help clients protect their wealth and grow it for the future in the most tax efficient manner.

Iain is a Fellow of the Personal Finance Society and member of the Society of Trust* and Estate Practitioners.



Louise Saunders, Business Consultant

Louise is responsible for the Business Consultancy and Personal Coaching for DWJ Wealth Management assisting them to grow their business. This is achieved by having a close working relationship with the Key Stakeholders that support their business. Louise identifies key areas that can develop a business and then works with stakeholders in the St. James’s Place Hub to bring expertise and support where required.

Louise works with DWJ Wealth Management on a personal basis to maximise client relationships and professional connections. Louise also runs a Women in Business peer group within South Wales and the West location, which promotes and supports women in financial services.

Louise is married with 2 children and lives in South East Wales. Louise enjoys taking time out with her family, some gentle jogging and exercise and the occasional Spa Day.

Louise has been part of Financial Services for over 25 years and has worked in a variety of job roles which have required quite diverse skills and knowledge.

Louise has worked as part of the Affinity Market and Bancassurance, as well as the Retail Banking Sector. Louise has managed & supervised teams of Financial Advisers. Louise has also worked in Divisional Roles, leading Change & Transformation to the Retail Banking Sector. Her 1-2-1 coaching support and mentoring ranges from interview techniques, customer service propositions as well as technical support. Louise has coached Leaders to understand and develop their own style of management to support and improve performance.

Louise says her passion and drive is to support people and teams in the most appropriate way for them or their business. Louise believes that whilst the Financial Services Landscape may continue to evolve and change, people and their needs do not.

Tel: 01639 825066


Nathan Cornish, Senior Partnership Development Manager

Nathan is a Mathematics and Business graduate with over 20 years’ experience of senior roles across the breadth of Financial Services. These roles include successful periods as a Business Owner, Consultant, Commercial Director and Financial Adviser.

Nathan founded an award-winning payment software firm, which worked in association with global firms (including PayPal and Amazon) and major UK charities. Nathan’s business secured significant funding and its achievements led to an invitation by Government to attend the 2012 G20 conference (YEA) in Moscow and to speak at Saïd MBA Business school (Oxford University).

For the last 3 years, Nathan has been working with regulated SME’s for a leading UK consultancy helping clients grow their businesses, manage costs and minimise risks. Nathan’s ethos is to ‘make a customer, not a sale’.

Nathan is delighted to work with DWJ Wealth Management because he believes the firm is uniquely placed to enable clients achieve their personal and financial goals over the next 10+ years. Nathan is also excited by the prospect of the establishment of a Location office in the area of Cardiff and the opportunities this will bring to raise the profile of St. James’s Place Partners across Wales and beyond.

Married with two teenage daughters, Nathan is a keen triathlete, Crossfit enthusiast and casual golfer; who enjoys friendly competition and setting challenging goals.

Tel: 01639 825066