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 previously worked as an Independent Financial Adviser. During this time, he has gained his Diploma in financial planning and Chartered Insurance of 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 has worked in Financial Services for several years, beginning his career within a firm of Independent Financial Advisers. Adam joined St. James’s Place Wealth Management through its acclaimed Academy, which provided an excellent grounding for his chosen career. Adam has continued to develop his knowledge through obtaining the Diploma in financial planning awarded by the Chartered Institute of Insurance and is working towards becoming a Chartered Financial Planner.
Adam provides holistic advice to clients covering all areas of financial planning, primarily within East Lancashire and he firmly believes on building long term client relationships in which he can provide trusted advice both now and in the future.
As part of his commitment to professional development he has become a mortgage specialist and provides expert advice within this area.
During his downtime, Adam enjoys several hobbies including golf, ﬁtness and socialising.
Simon possesses a wealth of knowledge and experience, spanning over three decades within Financial Planning. This has included a successful and rewarding career with the Skipton Building Society Group, with over 25 years spent in a financial advisory role. During this time Simon also achieved Diploma status in Financial Planning awarded by the Chartered Institute of Insurance.
Simon was invited to join Eccles Greenwood Financial Planning LLP to continue his advisory career and provide a holistic approach to Financial Planning. Through careful consideration of his client's aims and objectives, Simon is able to help his clients build a framework towards achieving their financial aspirations. This approach continues to enable Simon to forge trusted relationships with his clients and their families, spanning many years owing to his expertise and the pride he places in the quality of his advice and delivering a first-class professional service.
Living in Oswaldtwistle, when Simon is not at work he loves to spend time with his wife Lorna, now his daughters Molly and Amy have flown the nest. They are keen on outdoor activities which include Camping, Walking, Football and following their local Lancashire League Cricket team in the Summer months.