I focus on providing fantastic customer service to all our clients and help Kevin and the team to continue to grow the Practice through St. James's Place Wealth Management.
My previous role was with a High Street bank working as a Private Banking Manager looking after 350 plus clients wealth requirements, prior to that role I was a Cashier, Personal Banker and Premier Manager at the same bank which involved looking at my clients' financial plans and discussing ways to achieve them. This often involved looking at ways to invest funds, protect themselves and their families, inheritance tax planning and later life planning.
We recognise that regular contact with our clients is a priority, and our clients are able to email or phone either Kevin or myself directly.
I joined the Practice in 2014. In addition to delivering the ongoing marketing needs of the Practice I also manage the company finances, payroll and associated Practice administration. On completion of my Post Graduate Diploma in Human Resource Management, I worked as an HR Manager within various sectors including the NHS, a high street firm of solicitors and a nationally recognised publishing company. I also have valuable experience working within the finance sector at the head office of Bradford and Bingley within a senior PA role at director level. The support I give the team allows them to spend more time helping our clients wherever possible.
I have worked in the financial services industry since graduating from university in 2002. I now specialise in offering bespoke wealth management advice for private individuals, businesses and trustees. The scope of my advice covers the full financial planning spectrum and includes the following areas:
Understanding my client’s current circumstances is fundamental before discussing their goals and objectives and how I can help these be achieved via the production of a detailed financial plan. This is then reviewed regularly to check it remains appropriate and on course to fulfill client aspirations, making adjustments in response to changing goals and/or circumstances when needed.
My main career objective continues to be the creation of lasting, trusted client relationships through the provision of expert advice.
In my spare time, I like to spend time with my growing family, which currently includes my wife Lucy and my son Jasper. I enjoy watching most sports and enjoy playing golf, football and keeping fit generally.
I have worked in the financial services industry since 1990. I now specialise in offering bespoke wealth management advice for private individuals, businesses and trustees. The scope of my advice covers the full financial planning spectrum and includes the following areas:
Understanding my client’s current circumstances is fundamental before discussing their goals and objectives and how I can help these be achieved via the production of a detailed financial plan. This is then reviewed regularly to check it remains appropriate and on course to fulfil client aspirations, making adjustments in response to changing goals and/or circumstances when needed. Leading to lasting, trusted client relationships through the provision of expert advice.
Before joining Kevin and the team at K Mosby Financial Associates in May 2018, I had been working in a High Street Bank as a Personal Banking Manager. My role involved building relationships, providing advice to clients as well as managing a team. I spent over 4 years with the Bank.
Having successfully graduated from the St. James’s Place Academy, I now specialise in providing a holistic and bespoke Wealth Management service to Private Individuals, Businesses and Trustees. My key aim is to build long term trusted relationships through the provision of expert advice. I do this by implementing a detailed financial plan after taking the time to understand my Client’s goals and aspirations.
I have spent all my working life in financial services. After leaving school, I joined a major pensions and life assurance provider. Initially I administered AVC and group pension schemes before spending almost two decades developing and supporting the company’s IT systems. During this period I also became very interested in many areas of personal finance, in particular different types of investments. The knowledge I acquired stood me in good stead when, following a career break, I was delighted to accept Kevin’s invitation to join his Practice and embark on a new path as a Paraplanner and analyst.
I joined K Mosby Financial Associates in May 2018. Prior to joining Kevin’s Practice, I worked previously for a third party administrator providing service via telephone to Investors and Advisers, here I gained a great insight into the Financial Investment world and knew that I wanted to develop my career within this sector.
In the Practice, my main responsibility is to support Kevin and the Advisers with financial planning for our clients. I prepare suitability reports and illustrations taking into consideration the client's requirements and objectives. I prepare the presentation, and client review packs ahead of the adviser's meetings, along with dealing with any general queries which come into the office.
Having completed my RO1 exam earlier this year I am now studying towards the CII Paraplanner Qualification. I have also recently completed my Silver Standard Practice Support Specialist Accreditation with St. James’s Place, and I am now working towards Gold.
As a Administrator my role is to support our advisers by ensuring that the business generated by the Practice is processed correctly and efficiently. My main responsibilities are to collate our clients’ information, preparing the relevant documentation and assisting on cases to completion.
I have worked in the Financial Services sector since graduating from university in 2009. I initially started out as an Insurance Analyst at an Insurance Brokers in Ipswich, where I reviewed and evaluated the financials of various global insurance companies. I also spent five years working in the City of London as an Account Executive, specialising in Professional Indemnity Insurance. After coming to the end of my maternity leave, I was keen to work closer to home and subsequently joined the Practice in April 2017.