Nick Barnes has over 30 years of experience in Banking and Financial Services and has developed a wide range of expertise in the areas of Investment, Retirement and Tax Planning. Over the years he has provided advice to individuals and businesses as well as mentoring other advisers.
As a Fellow of the Personal Finance Society and a Chartered Financial Planner, Nick is qualified to the highest level and aims to provide his select clients with a superior quality of advice and service.
As owner of Barnes Wealth Management in Buckingham and a Partner Practice of St. James's Place Wealth Management, Nick can help his clients to benefit from a distinctive approach to Investment Management and a range of technical guidance rarely available through a single relationship.
Daniel joined the team in 2015. Since then, he has undertaken extensive training and qualifications in St. James's Place's Next Generation Academy in order to become a qualified Financial Adviser within the Practice.
Specialising in Investment Planning, Retirement Planning, and Inheritance Tax Planning; Daniel enjoys helping clients to build and preserve capital, manage cash and borrowings, and also protect against risk. He prides himself on the high level of service he provides, and is dedicated to building positive, long-term relationships with clients and their families.
Daniel works mostly with clients in Buckinghamshire and Oxfordshire, and enjoys fitness training and rugby.
As our Practice has continued to grow, Kate joined the team in 2017. Kate has a wealth of experience in client support and office management, and is responsible for supporting the Financial Advisers, ensuring that quality and compliance are at the highest standard at all times. Kate offers both new and existing clients a friendly and efficient service.
Kate enjoys a variety of different fitness classes, and enjoys long walks with her dog.
We welcomed Lorraine to the team in 2019 to support the advisers in providing solutions for our clients. Lorraine’s analytical skills and her experience in technical administration is an ideal foundation for her to be a huge asset to the Practice, and to our clients. She is undergoing intensive training and professional development, and in time, will progress to becoming a Paraplanner in the Practice.
Happily married with four lovely children, Lorraine is a member of a local Astronomy Society, loves hiking, skiing, exercising, watching films and going to festivals.
Alex joined the team in 2019, and is currently enrolled in the prestigious St. James's Place Next Generation Academy, training to become a financial adviser within the Practice. Currently based in Milton Keynes, Alex has previous experience working in equities and the financial services industry.
Alex is a keen sports fan, following his beloved Sheffield United around the country.