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

Gary Walker DipPFS,
Managing Director

"He is always looking for ways to improve the service to his customers and to find ways of making his business stronger and better. Gary is extremely knowledgeable in his sector and has vast experience to draw from."
Robert Keiller - Ceo, Aberdeen
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I am the Managing Director of Gary Walker & Company Wealth Management, Senior Partner Practice of St. James’s Place Wealth Management since 2003. 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.



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



Susan Barclay BA (Hons),
Practice Manager

  • Over 17 years of experience in the public, private and voluntary sector
  • Utilises her skills and experience gained through her studies to obtain a BA Business Management
  • Key responsibilities are to ensure the practice runs effectively and efficiently and that office operations and procedures are in place
  • In her spare time, Susan has over the years volunteered for youth and charitable organisations



Rona Wallace DipPFS,
Senior Paraplanner

  • Over 25 years experience in the financial and banking sector including IFA and management roles
  • With a Diploma in 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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Julia Catto,
Events & Marketing Manager

  • With over 10 years of experience in marketing and events management working in sporting stadiums, hospitality venues and retail sectors
  • Julia’s role focuses on events, marketing strategy, brand awareness enhancement and providing the highest level of bespoke value-added service to our existing and prospective clients
  • Her responsibilities include creating and managing a bespoke events programme, client communications and database management
  • In her spare time, Julia enjoys spending time her husband and dog as well keeping active at the gym.

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Shona MacAskill APFS,
Chartered Financial Planner

  • Started her career in the financial sector as a financial adviser before moving on to work as an IFA, then a high street bank for 10 years with various roles including Area Manager
  • Achieved Chartered status in 2017 and is currently studying to become a Fellow of the Chartered Insurance Institute
  • 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
  • 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 fiancé

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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
  • 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.



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
  • Qualifications include a Diploma for Financial Advisers (DipFA), Certificate in Life & Pensions and Award in Long Term Care Insurance, issued by the CII. Recently he completed a Certificate in Mortgage Advice (Cert CII (MP)).
  • 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.



Teni Adenusi DipFA,
Paraplanner

  • Bringing a wealth of experience in the financial services and banking sector, Teni joined the practice in 2018
  • Teni holds a BSc Economics, MSc International Management, Dipolma for Financial Advisers DipFA, and Advanced Diploma in Financial Planning
  • 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



Pete Gilpin DipPFS,
Paraplanner

  • Became interested in personal finance & investing while studying for an Honours Degree in Sports & Exercise Science at Robert Gordon University in which he achieved a 1st
  • Decided on graduation to pursue a career in financial services given his growing passion for helping individuals and businesses optimise their financial decision making
  • His role includes all aspects of paraplanning, and working closely with the advisory team to assist with financial planning
  • In his spare time, Pete enjoys spending time with his family and friends



Emma Murison,
Trainee Paraplanner

  • Joined the Practice after two years at Robert Gordon University studying Biomedical Sciences and Accounting & Finance.
  • Previously worked for a leading global asset manager
  • Key responsibilities are to provide comprehensive, confidential and professional administrative support to Financial Advisers with the efficient administration of their client base.
  • Studying towards her initial professional exams, Emma’s role will evolve to supporting the team of paraplanners and eventually become a paraplanner herself
  • She is currently studying for CII examinations and hopes to achieve a CII diploma in Regulated Financial Planning in late 2019
  • When not working, Emma is shopping and spending time with her friends



Madelynne Stephen,
Financial Administrator

  • Previously Maddie worked as cabin crew for BA, before gaining experience in the financial services industry and joining the Practice
  • Degree level with a BA (hons) in Law and Management from Robert Gordon University
  • Her role is to support the practice with general client enquiries, client meeting preparation, collating client information from external providers and investment processing
  • Maddie is a keen runner and has run two marathons