Lee has worked within financial services for over 17 years. Prior to being invited to join St. James's Wealth Management he had a very successful career with the Skipton Building Society Group as a Financial Planning Manager. During this time gaining a wealth of experience in both technical and advisory areas of Financial Planning, both of which enable him to understand the needs of our clients as well an ability to articulate complex information in a clear and concise manner.
Lee is committed to ensuring that his industry knowledge remains relevant and current by placing strong emphasis on his continued professional development, combined with the achievement of Diploma status in financial planning awarded by the Chartered Institute of Insurance. This, along with the pride and dedication that he places on developing solid personal relationships with our clients, ensures that he is able offer a professional service.
Outside of work, Lee loves to spend time with his family, Clare, Carter, Esmae and Ashton. In his free time Lee is a sports enthusiast and enjoys all sports, particularly Football, Rugby and Fishing.
Living in Ilkley, West Yorkshire, Adam provides financial planning advice to clients across the North of England.
Adam studied financial services at Northumbria University and graduated with a 2:1 BA (Hons) degree. Following this, he completed 17 successful years in financial services with the Skipton Building Society Group in both advisory and managerial positions before joining St. James's Place Wealth Management.
Adam is proud to be recognised as a Chartered Financial Planner by the Chartered Insurance Institute. This prestigious qualification combined with his passion for placing clients firmly at the centre of our business, allows him to build long term relationships that are built on mutual trust and respect.
In his spare time Adam can usually be found with his family, Claire, Thomas and Jack, or continuing the ongoing battle of reducing his golf handicap!
Living in Harrogate and working in and around the North Yorkshire area since 2003, Dan has gained valuable experience working in a Financial Services environment. Dan worked for the Skipton Building Society Group for 15 years. His roles have included both Advisory and Managerial positions, both of which have enabled him to bring together the key ingredients needed to excel as a Financial Adviser.
Dan continues to demonstrate his commitment to professional development, having achieved Diploma status in financial planning awarded by the Chartered Institute of Insurance.
Dan provides clients with professional face to face financial advice, whilst at the same time developing client strategies and building an ongoing tailored service with practical solutions to meet their objectives.
Dan is a keen cricketer, who enjoys spending time with his family, Catherine, Ollie and Harriet. Dan is also involved with a local school and has held a governors position for the last 3 years.
Oliver has worked within Financial Services for the last 6 years, since completing his formal education at Ilkley Grammar School. Initially, this was spent within the Skipton Building Society Group, where he specialised in Estate Planning and Will Writing in the Harrogate and Skipton area. This provided an excellent foundation to follow his chosen career path and to move into providing face to face financial advice, where Oliver has more latterly worked as an Independent Financial Adviser. During this time, he has gained his Diploma in Financial Services awarded by the Chartered Insurance Institute and continues his commitment to professional development.
At Eccles Greenwood Financial Planning LLP, Oliver provides both private and corporate clients with professional face to face advice, with the aim of building long term relationships.
Oliver is involved in both playing and watching sport, with a keen interest in football, cricket and golf, being a member of Ilkley Golf Club.
Adam was accepted on the acclaimed St. James's Place Wealth Management Academy, which has provided an excellent grounding from which to develop his knowledge in Financial Planning. Following his successful graduation, Adam joined the team of advisers at Eccles Greenwood Financial Planning LLP providing holistic advice to clients primarily within East Lancashire.
Building on this knowledge and experience of working within Financial Services, Adam firmly believes on building long term client relationships in which he can provide trusted advice both now and in the future.
Adam continues his commitment to his professional development, having recently been awarded the Certificate in Mortgage Advice.
During his downtime, Adam enjoys several hobbies including golf, ﬁtness and socialising.