Meet the Team
Mark Jones - Director
Mark has worked at Hadlow Edwards and St. James’s Place in the paraplanning and management teams since 2017 and holds qualifications including a Diploma in Financial Planning. He is currently working towards Chartered Financial Planner status.
He loves spending time in the gym and with friends, and is avid sports fan. He has a dog named Poppy who he enjoys taking out for a walk, although he dislikes wet weather and heights, so prefers to do this on a sunny day and well away from any clifftops or high bridges!
Katy Davies - Director
Having worked for Hadlow Edwards and St. James’s Place since 2014, Katy has picked up considerable experience in roles throughout the admin teams and management teams at both companies.
She currently holds a certificate in higher education in Applied Business Management, and hopes to build on this with the completion of a degree in the same subject in the near future.
Away from the office, Katy has two Springer Spaniels, named Barney and Minnie, and keeps herself healthy by going the gym and running. Despite being a lover of the great outdoors, Katy is not a fan of Britain’s dark winter nights.
Angela Miller - Director
With over 30 years’ experience in the sector, including over 15 years with the Hadlow Edwards team and St. James’s Place, Angela has a sound financial background and a wealth of knowledge in all areas of the business.
She has worked in various roles in the paraplanning team and management team here, and prides herself on giving clients and colleagues the support and service they deserve.
In her spare time, Angela likes to keep both a healthy mind and body, satisfying the former by reading (often outdoors) and the latter with regular trips to the gym, long walks and bicycle rides. Her pet hate is the rainy days that cramp her outdoor style!
Nia Rees – Paraplanner
Nia joins the financial industry fresh from completing her A Levels, with her interests and abilities in maths and business sure to serve her well in her future career with us.
As well as being excited to get involved in the world of paraplanning, Nia has musical interests, including playing the piano, and stays active by swimming regularly. Her chief dislikes are spiders and rollercoasters.
Nia is also currently studying towards her RO4 Pensions and Retirement Planning exam.
Preeyen Mistry - Paraplanner
Preeyen joined the team from a scientific background. Having completed a BSC in Biomedical Science and an MSC in industrial Biotechnology, Preeyen thrives off research, analysis and problem solving. Three key areas that are key to a paraplanning career.
Preeyen has a desire to complete his Diploma in regulated Financial Planning and is currently studying the exam material.
Outside of work Preeyen enjoys cycling, the gym and Sci Fi shows. However he has a strong dislike for seafood!
Tom Edwards - Paraplanner
Tom joins the team, with a solid foundation of SJP and industry experience having worked previously for Hadlow Edwards Wealth Management in the Client Servicing Team. Tom is currently undertaking study for his aspiration of achieving a full Diploma in Regulated Financial Advice. In his own time, Tom is a keen and competitive footballer, playing for his local team , Penycae. Despite enjoying going out for meals with friends and family, Tom hates Gherkins!
Stephen O'Neill - Paraplanner
Stephen joins the team with multiple years of Financial and St James’s Place experience, having worked within SJP practices before. Stephen is currently working towards his full Diploma in Financial Advice. Before his career in Financial services began, Stephen worked as a Technical Manager at a Chemical Manufacturers.
In his own time, Stephen is a keen Footballer and is Captain of Llandudno Junction FC. Despite living near the coast, Stephen has a dislike of the Sea!
James Parry - Director
James serves as a Director of both Hadlow Edwards Paraplanning Solutions and Hadlow Edwards Wealth Management Ltd. He has over 10 years’ experience in the Hadlow Edwards family, as well as with St. James’s Place.
A sport lover, James enjoys golf and football, being a fan of Liverpool FC.
Somewhat inconveniently considering his love of the Spanish sun, he’s not a big fan of flying.
Warren Hadlow - Director
Warren brings over 20 years’ experience with Hadlow Edwards Wealth Management and St. James’s Place to his current role as a Director of both Hadlow Edwards Wealth Management Ltd and Hadlow Edwards Paraplanning Solutions.
He’s a big fan of travel, particularly to seaside areas where he enjoys his hobbies of fishing and boating, as well as walking his dogs, Wilma and Fly. His adventurous lifestyle leads him to live music shows, as well as physical sports like rugby and skiing.
To keep Warren happy, don’t talk politics, soaps or junk TV with him, as these are not high on his list of interests!
Tom Hadlow - Director
Like Warren and James, Tom also serves a dual role as a Director of both Hadlow Edwards Wealth Management Ltd and Hadlow Edwards Paraplanning Solutions. His experience in the Hadlow Edwards family comes in at over 10 years.
Tom has two dogs, called Arnie and Olive, and loves to spend time with them, whether at home or taking them out for walks.
He dislikes the most cherished of British fruits – the strawberry!