Eye on Wealth Management “ We work with a wide range of different clients on a day-to-day basis. We specialise in meeting the needs of those with a higher than average net worth, and also work with those whose circumstances, for whatever reason, are a bit more complex than usual.”
ACQUISITION ADDS NEW DIMENSION TO FINLAY WEALTH MANAGEMENT Finlay Wealth Management has taken another step forward with the acquisition of Gerald Stanley Financial.
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hree new jobs have been created at the East Belfast-based financial advisory firm which has bold expansion plans going forward. Finlay Wealth Management, headed up by Jonathan Finlay, is a representative of the St. James’s Place Wealth Management network of financial advisers in Northern Ireland. SJP, a FTSE 100 company with its headquarters in Cirencester, has £55.8 billion worth of client assets under management. Killinchy-based Gerald Stanley, who joins Finlay Wealth Management along with his
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assistant Kerry Moore, is continuing with his financial advisory work serving clients alongside Jonathan Finlay and his team. “We’ve been working together for a while already and have established a solid business partnership,” says Jonathan Finlay. “In fact, this is our busiest year for quite some time. “That’s down to a combination of the close relationships we forge with all of our clients, and the excellent range of products from St. James’s Place that we have access to. St. James’s Place is proud to have a 95% client retention rate....that’s pretty unusual in this industry. “We work with a wide range of different clients on a day-to-day basis,” he adds. “We specialise in meeting the needs of those with a higher than average net worth, and also work with
those whose circumstances, for whatever reason, are a bit more complex than usual. “We are specialists at providing advice on investment planning, pensions, pre and post retirement planning, protection and estate planning, but we’ve also been able to find and put in place solutions for clients with some very complicated financial circumstances indeed.” Changes in pension legislation and an increasing onus of responsibility being placed on the individual means that good financial advisors are busier than ever.....and more valuable than ever to their hard-pressed clients. “It’s always important to consider the changing financial circumstances of clients and their needs, so we’ll offer regular review meetings, working alongside St.
James’s Place to keep on top of how the markets are developing. “We also work very closely with accountants and solicitors to ensure that we can provide a wealth management service capable to responding to their clients’ needs, often at short notice.” Finlay and Stanley offer a wealth of combined industry experience to their client network. Gerald Stanley has been a financial adviser since 1989, working with clients in North Down and Belfast in particular. “I’m really looking forward to working as part of the Finlay Wealth Management team, and to playing my part in expanding this operation,” says Stanley. Finlay Wealth Management now has even more experience within an already experienced practice and, in addition, it can call upon the national and international expertise within St. James’s Place Wealth Management both through its Northern Ireland head office in Belfast... and it’s Cirencester headquarters. The Partner Practice represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp. co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.