Jamie is the Managing Director of Greaves Financial Services and heads the advisory team, providing bespoke financial advice in the areas of retirement planning, investment planning and estate planning.
With over 10 years industry experience with St. James's Place Wealth Management, Jamie formed Greaves Financial Services in 2010. He gained his experience working within his father's business, which has represented the FTSE 100 company since 1996.
Jamie believes in giving bespoke face to face advice to private and corporate clients. Jamie's main objective is to help clients achieve their short, medium and long term goals. He feels this is best achieved by developing lifelong relationships with his clients to ensure they receive quality financial advice they can trust.
Alan is a member of the advisory team at Greaves Financial Services providing bespoke advice in the areas of investment planning, retirement planning, business and family protection.
Actively engaged in providing financial advice for more than 35 years, Alan joined St. James's Place Wealth Management (then known as J. Rothschild Assurance) in 1996. Over 14 years, he built a successful Practice before handing over the reins to his son, Jamie, in 2010.
In addition to aiding Jamie in the business development of Greaves Financial Services, Alan continues to provide clients with face-to-face advice and service.
Caroline joined the company as Business Development Manager in 2015 and immediately changed her role to that of Practice Manager in early 2016 before becoming Operations Director in 2018.
Caroline's organisational and relationship management skills have developed during a 12 year career within The Direct Line Group. This grounding has provided a firm foundation to ensure the Practice effectively manages the day to day activities. This has been instrumental in forming a platform for the team to be operationally efficient.
Caroline takes great pride in providing a first class service and experience for both new and existing clients.
After a lengthy career with Abbey National, Louis joined the company as Practice Manger in 2007.
Louis has since evolved his role to become the Practice`s specialist Para planner. Louis assists each of the Partners and provides comprehensive, technical solutions that meet our client`s financial needs.
Louis`s role includes:
Julie Nash joined the team in mid 2015.
Julie has come from a background in financial services where she worked for NatWest for a number of years, and is currently studying towards gaining the Diploma in Financial Services. Julie's role is to undertake all aspects of administration and Paraplanning within the Practice as well as assisting clients with their needs and providing consistent support to the Practice.