Andrew is a graduate in Business Strategy and Economics and has successfully run his own business since 1996. He joined St. James's Place Wealth Management in April 1998 and has been appointed a Senior Partner Practice by the board of directors. Andrew enjoys and has considerable experience looking after Entrepreneurs, Business Owners as well as clients who are preparing to exit, are exiting and have exited their business. This advice covers all aspects of their personal and business* financial requirements.
On a personal perspective Andrew has six delightful children who keep him busy outside running FFM and looking after his clients. He also likes to play competitive Badminton which he has done so all his life and now plays for Cheshire County over 40’s. When he gets chance he also enjoys spending time at Abersoch with his lovely wife Charlotte and the six children. Another passion of Andrew’s is raising money for the St. James's Place Foundation which supports so many different amazing children charities.
*Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.
Anthea began her career in Financial Services in 1997 working for Britannia Building Society as a Customer Services Adviser. Her focus and drive led her to progress through the society to management level whilst at the same time taking her qualifications to become a qualified Financial Planning Manager. In 2002 she decided to transfer her skills to become a full time Financial Planning Manager. For the next 10 years she enjoyed looking after the financial needs of Britannia and AXA UK clientele, working hard to keep them safe and help them with their personal financial requirements.
Anthea joined St. James's Place Wealth Management in August 2012 and by doing so became part of the FFM Adviser team. Here, Anthea is able to use the considerable experience she has gained to date by helping her clients with savings and investment planning whilst ensuring they are protecting their wealth for future generations. She has also recently become an Associate Member of SOLLA, specialising in providing Later Life Advice, including care fees planning to help elderly clients and their families find solutions, whilst recognising the wish to leave an inheritance.
Outside of work she lives with her husband Rob and is an avid skier, keen badminton player and loves to relax with long walks with her dogs.
Anthony began his career in Financial Services at Standard life in 2001 as Consultant Support. Keen to progress Anthony quickly passed his Chartered Insurance Institute (CII) exams and qualified to become a Wealth Manager. After more than 10 years as an employed adviser, Anthony decided to take the plunge into the self-employed world, taking up the opportunity to work alongside Andrew Chatterton at Franklyn Financial Management (FFM). Anthony has known Andrew since 2010 in a client capacity and having built a trusting relationship and understanding of how St. James's Place and FFM work, found it an easy step to take.
Anthony lives near the offices in Congleton during the week, but returns home to Preston at the weekends to pursue his active involvement in sporting activities. Playing Cricket and Golf in the summer, as well as occasionally braving the elements to have the odd round of Golf in the Winter. Enthusiastic about keeping fit, Anthony enjoys going to the Gym and Thai Boxing, and is taking part in a Total Warrior and Triathlon event for charity later this year. As a family man, Anthony looks forward to Sundays as this is often spent enjoying home cooked food with his family and running around after his Niece and Nephew.
Dale has successfully progressed with FFM to become our Auto Enrolment Adviser. Dale began in Client Services and spent time as a Paraplanner before he was appointed to his current role.
Dale graduated from Manchester Metropolitan Business School in 2012 with a 1st Class honours degree in Accounting and Finance. While at university he was on the winning team of the Institute of Financial Planning and Seven Investment Management University Team Challenge Cup beating Universities from all across the UK. Further to Dale’s academic achievements he accepted a position working for an IFA firm where he gained four years of experience in the financial services industry.
Dale lives with his fiancée Adele in Congleton where they have recently moved into their first home together. He enjoys the outdoors, going to the gym and cycling at the weekends.
Liam studied Law at the University of Chester and after graduating in 2010 went on to complete the Legal Practice Course at the College of Law where he specialised in private client services, in particular Wills, Tax and Trust law. He started in financial services at Nationwide Building Society in 2013 in personal banking where he gained qualification and became a full Financial Planning Manager. Liam is driven by providing a full holistic approach to advice which is why he has made the step to join St. James's Place and in particular Franklyn Financial Management.
Outside of work Liam is a keen sportsman and although he is now lives in Chester travels home to Stockport to continue to support his local clubs. He has played football and cricket all his life and is Captain of Stockport Cricket Club 2nd IX, plays football in the Mid Cheshire League and golf when he can fit it in. He enjoys travelling and following his studies he took eight months off to explore South East Asia, Australia and New Zealand.
Elisabeth joined FFM as a Wealth Manager having graduated through the St. James's Place Academy in Manchester. The Academy offers an intensive development programme for talented individuals looking to change their career path to financial services.
Having gained a 1st class honours degree in Biomedical Science, her early career focussed on the healthcare and medical sectors. Elisabeth spent eight years successfully advancing her career in the corporate world within companies such as Johnson & Johnson and Becton Dickinson, with exposure to Doctors, Surgeons through many hours in Theatre operations. Most recently she worked closely advising Hospital Trust Boards on improvements to their board level metrics using healthcare technology in her role as Northern Sales Director.
Elisabeth chose to redefine her career to allow her to help motivate successful professionals to transform their thoughts on financial planning and achieve the futures they deserve.
Outside of work she is a keen skier, and enjoys running as a means of allowing her other love as a foodie, and budding cook!