Senior Partner Practice of
St. James's Place Wealth Management
 

Gary Walker DipPFS,
Managing Director

I am the Managing Director of Gary Walker & Company Wealth Management, Senior Partner Practice of St. James’s Place Wealth Management since 2004. Prior to that I was an adviser with Lloyds TSB from 1991 to 2004 where I was top adviser in the UK for 5 of those years.

Because of my strong client focus, I build my business solely on introductions, both from my private clients and from other long-standing professional relationships. It is important to me to write bespoke financial plans for clients to help enable them to achieve their goals, and, more importantly, to review these plans regularly to ensure they remain current and accurate. As a team we provide invaluable service to our clients by putting them firmly at the centre of everything we do.

Not only do I meet my clients regularly, they are also continuously kept up to date on what is happening in the world of Wealth Management through our online E-Briefing Service. I also enjoy hosting a variation of events for my clients where they can find out more about what is happening in the world of wealth management. Click here to find out more about our upcoming events.

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Tanya Wicks,
Commercial Director

  • Over 20 years of experience in marketing and management within global companies in Johannesburg, Rome, London and now Aberdeen
  • Her role includes overseeing the marketing and commercial aspects of the company including strategy, business planning and growth opportunities
  • Tanya’s spare time is spent in the countryside with her husband, teenage daughter and dog or travelling to new destinations.

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Shona MacAskill FPFS,
Chartered Financial Planner

  • With over 30 years’ experience in the financial and banking sector including management and Advisory roles
  • Achieved Chartered status in 2017 and Fellow of the Chartered Insurance Institute in 2018
  • Her role includes maintaining relationships with existing clients as well as expanding the business further with new client acquisition by offering holistic wealth management
  • Shona prides herself upon high level of service to her clients and is committed to building long term relationships with both individuals and business owners
  • Importantly Shona believes in giving back, and has supported various local charities, namely CLAN, Charlie House and Sue Ryder amongst others. In July 2018, Shona was appointed to the Board of Charlie House.

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Martin Welsh DipPFS,
Financial Consultant

  • Martin joined the Practice after graduating from the St. James’s Place Academy and running his own Practice for over a year. Martin holds a Diploma in Regulated Financial Planning
  • Prior to joining the financial services industry, he spent eight years working in the oil & gas sector and obtained a BEng Honours Degree
  • Working with families, individuals and business owners he aims to identify financial priorities and objectives to then develop a strategy to help clients achieve these
  • His approach is one of problem solving, rather than product selling and as a result, clients can expect to receive extremely high levels of service and support
  • Martin is a performance car enthusiast and enjoys spending time with his fiancée.

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Kieran Taylor DipPFS,
Financial Consultant

  • Having identified financial services as his industry of choice, Kieran graduated from the St. James’s Place Academy to run his own Practice prior to joining the company. Kieran holds a Diploma in Regulated Financial Planning
  • Previously he held various project, engineering and sales roles with the oil & gas industry, including being based in Norway
  • By providing holistic financial planning to all of his clients, he prides himself on building a sustainable and fruitful relationship with clients by understanding their needs and provide solutions to achieve their long term and short term financial aspirations
  • When not working, he will be found on the golf course or spending time with his friends and partner, Natalie. One of the goals on his bucket list is to travel to every country in Europe.

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Claire Kelly BA (Hons) DipPFS,
Financial Consultant

  • Having identified financial services as her industry of choice, Claire graduated from the St. James’s Place Academy to run her own Practice prior to joining the company. Claire joins the Practice with a Diploma in Regulated Financial Planning and has an Honours Degree in Business Management. She is currently studying towards achieving Chartered status.
  • Prior to joining the financial services industry, she spent the early part of her career successfully running and selling her own business. Claire spent some time working overseas in Bermuda and Spain, before returning to a career in business development career, she spent eight years in the oil & gas sector.
  • Claire is committed to building trusted and sustainable relationships with her clients to get a true understanding of what really matters to them, so she can provide simple tailored advice that is consistent with their values, wishes and financial goals.
  • Having recently achieved her PADI open water, Claire is passionate about marine conservation and recently volunteered with sea turtles. A keen golfer and snowboarder, her second passion is travelling, and she would like to have visited forty countries by the time she is 40, with her husband Craig.
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Rona Wallace DipPFS,
Private Client Manager

  • Over 25 years experience in the financial and banking sector including IFA and management roles
  • With a Diploma in Regulated Financial Planning and a St. James’s Place Paraplanner Accreditation Gold Standard
  • Her role predominately includes looking after high net worth clients and key responsibilities include paraplanning, client report production and building and maintaining client relationships to ensure they receive the highest service
  • Rona enjoys golfing, walking, and spending time with her grandchildren, family and friends in her spare time.

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Guy Pope DipFA Cert CII (MP),
Paraplanner

  • With over 11 years of experience in the financial services industry, his experience includes working for both small family as well as large national advice firms
  • With a Diploma in Regulated Financial Planning, Certificate in Life & Pensions and Awards in Long Term Care Insurance. Guy has been award the prestigious Society of Mortgage Professionals (SMP) designation by the Chartered Insurance Institute (CII). Buying a home might be the most substantial purchase you ever make, and it is vital that you have the right mortgage. Guy provides our clients with an excellent personal service making sure we work with our clients in planning for the future
  • Spare time is spent with family and friends, music, cars and sport. Passionate about playing the drums since age 12, he’s recently taken up guitar.

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Teni Adenusi DipFA,
Paraplanner

  • Bringing a wealth of experience in the financial services and banking sector, Teni joined the Practice in 2018
  • Teni graduated with a B.Sc in Economics. She completed her M.Sc in International Management from the University of West of England. Teni holds a Diploma for Financial Advisers DipFA, and is currently studying for an Advanced Diploma in Financial Planning through the CII.
  • Her role includes working closely with the Advisers to assist with Financial Planning which include cash flow modelling, detail clients recommendation reports as well as research and analytics
  • In her spare time Teni enjoys reading, travelling and spending time with family and friends.