DWM Financial Planning
DWM Financial Planning
Bill began his Financial Services career in 1984 with Pearl Assurance in various Adviser, Development and Managerial roles.
He has gained a vast amount of experience in these different roles over the years, which helped him successfully set up business as an IFA.
Bill’s Company then joined St. James’s Place in 2017.
Bill enjoys his role as Financial Adviser & prides himself in excellent client service -he strives to do the best he can for his clients at all times. He is very much a people person & maintains great relationships with his clients.
Outside of working life, Bill enjoys spending time with his family & friends, family holidays, ski-ing, & rides his (Harley Davidson) motorbike as often as he can.
Russell started his career in retail banking in 1977 in various roles including Management & Advisory.
Russell joined AXA in 2009 as a Financial adviser providing Financial advice to clients.
In 2014, Russell set up as an Independent Financial Adviser within an IFA firm.
The firm then joined St. James’s Place Wealth Management in 2017 & Russell continues his role as Financial Adviser. Russell prides himself in providing excellent service to his clients & has built up, long term relationships with them.
Away from working life, Russell enjoys spending time with his family & friends & is a dedicated & qualified football coach.
Mary started her Financial services career in 1993, working as a Mortgage Adviser in a High Street bank.
Mary has been a qualified Financial Adviser since 2001.
Mary has gained a vast amount of experience providing financial advice in areas such as Investment planning, Retirement planning and Protection within the various roles.
Mary joined AXA in 2009 as a Financial Adviser, providing Financial Advice to clients within the banking sector. Mary has been a qualified Financial Adviser since 2001.
In 2013, Mary then joined an established IFA firm and continued her career as Financial Adviser, her client’s needs being her main focus.
In 2017, the firm was invited to join St. James’s Place and Mary continues her role as Financial Adviser. Mary prides herself in providing excellent service to her long standing, and new clients, by building relationships and providing on-going client care.
Outside her working life Mary has two grown up sons and an adorable one year old grandson. Mary enjoys her holidays, spending time with family and friends and is looking forward to spending more time with her grandson.
Vicky started her career in Financial Services in 2005, working for a large Insurance Society in Edinburgh.
She has been a qualified Financial Adviser since 2013.
Vicky joined DWM Financial Planning Ltd in 2017.
She has received recognition in previous roles through her excellent client service and we are pleased to have her on board to help our clients achieve the best financial outcomes for their needs.
Vicky advises on a wide range of important areas including Retirement planning, Investment planning, Protection and Inheritance tax planning.
Outside of working life, Vicky has two young children who keep her busy.
She loves family life and travelling, and would like the gaps between family holidays to be much shorter.
Gary joined DWM Financial Planning Ltd in 2020 as a financial adviser.
He was an existing client who valued the initial and ongoing advice enough to change career and join DWM Financial Planning.
He applied to St. James’s Place Academy - a career change programme for Financial Advisers. He started at the beginning and re-trained, completing all the diploma exams over a 12 month period and is now qualified to give advice on Protection, Retirement planning, Savings/Investment planning and Inheritance Tax planning.
Prior to joining the Practice, Gary has worked with businesses for over 23 years helping business owners develop marketing strategies to grow their businesses. Gary believed delivering world class customer service was an important factor in determining his next step.
Outside of work, Gary enjoys holidays & socialising with friends with his wife, Laura. Golf has always been a passion and he is able to enjoy this regularly with friends and his three sons who all play better than he does!
Catherine began her career within Financial Services in 1996, working for Pearl Assurance (Dunfermline, Fife) in various administration & support roles.
In 2003, Catherine was offered the position of Office Administration Manager & helped set up a new IFA firm where she continued to provide administration support to Managers & Advisers. In 2005, Catherine became P.A to the Company Director.
In 2017, the firm joined St. James’s Place Wealth Management & Catherine continues to provide administration support to our Team of Financial Advisers. Catherine has developed good relationships with clients over the years & prides herself in excellent client service.
Outside of working life, Catherine enjoys spending her time with her family, socialising with friends & most of all, enjoys her family holidays.