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!
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.
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!
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!
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!
Josh achieved outstanding A-level results in Biology, Chemistry, and Psychology and following this he worked within the financial recruitment industry. During this role, Josh thrived on building relationships through client meetings and candidate interviews while demonstrating exceptional attention to detail in administrative tasks. Josh’s long-term career goal is to obtain his CII qualifications and become a financial adviser, a role that perfectly aligns with his strengths and passion for helping others. Embarking and mastering a career in Paraplanning is the next step in achieving his long-term career aspirations.
Outside of work, Josh is a dedicated dog lover and proud owner of Bert, a lively French Bulldog-Pug mix, and Fudge, his other furry companion. He enjoys health and fitness, regularly hitting the gym up to six times a week, as well as hiking with his partner and their dogs. A big Liverpool FC fan, Josh loves socialising with friends and has a great sense of humour, though he admits to a strong dislike of swans and sweet potatoes!
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!
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 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!
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!