As a Member of the St. James's Place Partnership, we have access to a number of key individuals within the St. James's Place Wealth Management Group, including those on this page, who play an important role in providing support to Mercer and Associates Wealth Management Ltd.

John is employed by St. James's Place and works as a Business Consultant for Mercer & Associates Wealth Management Ltd. He has many years of experience in developing Wealth Management Businesses and his wisdom has therefore proven to be extremely beneficial through the strategies we adopt to service our clients.

We consistently review all aspects of our business including the following:

• Client Servicing Programmes
• Staff Development
• Infra Structure Development
• Client Acquisition Strategies
• The development of our relationship with existing clients through ongoing reviews and initiations to a variety of Wealth Management Events

Obi has a wealth of experience in the areas of Tax & Trust Planning and his expertise is therefore paramount to the development of our relationships with many High Net Worth Clients. Obi is involved in client meetings and provides technical expertise and support to Individuals and Business Owners who have the need to have the most sophisticated financial planning. We have added significant value to many clients through working together with important aspects of the St. James's Place infra structure, namely people like Obi.

Gavin has worked in the Asset Management Division of St. James's Place for many years and frequently gets involved in liaising directly with Fund Managers and observing Investment Committee Meetings. His experience and ability is truly impressive and he has worked with many of our clients who have significant wealth to help develop excellent portfolios. We consider Gavin to be a significant asset to our business in his role as a Consultant to Mercer & Associates Wealth Management Ltd.

Andy Marshall - Senior Partner of the St. James's Place Partnership

Andy runs a practice which is also part of the St. James's Place Wealth Management. He also works with our practice and clients in all aspects of personal and commercial mortgage finance. Andy is very experienced and has dealt with mortgage planning for a number of years and is fully coherent with the whole of market approach.

Carolyn Ling - Associate Partner of the St. James's Place Partnership

Carolyn runs a practice which is a member of the St. James's Place Partnership, similarly to Mercer and Associates Wealth Management. She specializes in long term care planning and works with our practice and our clients very closely in this specialist area. Carolyn has a number of years experience in dealing with long term care issues and the associated considerations that come with this type of planning and brings a very professional, and understanding view to our practice.

• Gillian Lightfoot
• Sharon Cotter
• Gill Thomas

Gillian, Sharon and Gill provide additional support to the Practice, helping with the all-important administrative tasks to help ensure a seamless and professional service is given from start to finish.