Starting out in the Financial Services industry in 1985 after a career as a Royal Marine, John has over 30 years experience in financial planning.
Since entering the financial services sector, John has always worked to provide the very finest services to his clients. John specialises in offering expert advice in a wide range of areas including, pensions, investing for capital growth or income, personal and corporate protection, inheritance tax planning, residential, lifetime* and commercial** mortgages.
John focuses on providing bespoke financial planning solutions that are unique for each individual client, thus creating and maintaining a long lasting relationships.
Innes is a University Graduate who joined the team in 2012. He was invited to attend the St. James’s Place Academy Programme, which has further developed his technical knowledge and experience within the profession.
He now operates as a wealth manager to the Practice, advising our clients on all aspects of their individual and corporate financial planning requirements, including; financial protection, retirement planning, investment planning and wealth protection.
Innes focuses on developing and maintaining long-lasting client relationships that are built around a bespoke ongoing service, whilst helping to run and build the family business.
Patrick Phelan established his own Wealth Management business in 1992 with the main focus being to help preserve his clients’ wealth thereby ensuring that their wealth stays where it belongs, firmly within the family. Having built a successful, respected and demanding business, Patrick agreed to join forces within Willingale Wealth Management Ltd. in 2019 as a Consultant Adviser remaining in the Wealth Management sector.
Patrick specialises in meeting the financial needs of our clients, whilst offering a high level of personal service. Patrick also specialises in creating a financial solution personalised to the specific needs of you as an individual, your family or your business.
Jane has spent over 35 years in financial services, both in Operations and IT Senior Management positions. With Jane’s broad industry background, she brings a wealth of technical product and process knowledge and is well versed in the strict requirements of working in a Regulated industry. Jane supports the whole Practice with the day to day requirements but is also pivotal in driving forward change and operational improvements within the Practice to continually enhance its delivery.
It is of paramount importance to the Practice that Willingale Wealth Management continues to provide the best possible service to their clients in the most effective and efficient way possible.
Brian has worked in Financial Services for over 25 years at various levels, culminating in Branch Manager of a major Insurance provider covering Insurance, Investments and Asset Management. Previously working as an Independent Financial Adviser specialising in Investments, Inheritance Tax Planning and Protection, Brian has the industry knowledge and experience to ensure that the Practice is provided with best possible support. Brian quickly builds a long lasting rapport with our clients and is always there to help with your Financial Planning needs.
Barbara is the newest member of the team, joining us in September 2019. However, Barbara brings a broad range of expertise in Customer Service Excellence across diverse industries. Having worked within St. James’s Place Solent office, Barbara also brings valuable working knowledge of internal processes and procedures. Barbara is very friendly, approachable and customer focused, centering her delivery on providing the best possible service to our clients.