Associate Partner Practice of
St. James's Place Wealth Management
 

Malcolm Gibson, Partner

I am a Partner of the Practice as well as one of the firm’s Financial Advisers. I am based in Saltcoats but I also consult from Largs, Irvine and Kilwinning. I was an IFA with *Taylor and Henderson Solicitors from 1993 until 2015 and was instrumental in the success of the financial services department. I became a Partner in Taylor and Henderson Financial Planning when it was formed in 2015 on joining St. James's Place Wealth Management. I deal primarily with investment planning, inheritance tax planning, retirement planning, pensions planning and mortgages.

I hold Chartered Insurance Institute (CII) advanced level qualifications in pensions which allow me to advise on both occupational and private pensions including pension reviews and at retiral open market options. My CII qualifications also extend to taxation and trusts as well as **equity release provision authorising the firm to advise in these specialist areas.

*Taylor and Henderson Solicitors is a separate and distinct company to St. James's Place Wealth Management.

**To understand the features and risks associated with such products, please ask for a personalised illustration.

Trusts are not regulated by the Financial Conduct Authority.

Tel: 01294 606725
Mobile: 07977 274357
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Yvonne Cook, Adviser

In October 2018 I was appointed as an Adviser within the practice and my role is to ensure that the clients of Taylor and Henderson Financial Planning receive the best possible service and are aware of the full range of top quality advice and assistance available through St. James’s Place Wealth Management.

I hold a Diploma in Regulated Financial Planning and I am happy to assist clients with their wealth management with an emphasis on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.

Prior to becoming an adviser with Taylor & Henderson Financial Planning I was the Practice Manager of *Taylor and Henderson solicitors since joining them in 2001 and when Taylor and Henderson Financial Planning was formed in August 2015 I continued to work with both companies.

Although I am mainly based in our Largs office, I am available for meetings in Saltcoats, Kilwinning or Irvine or I can arrange a home visit to suit your needs.

*Taylor and Henderson Solicitors is a separate and distinct company to St. James's Place Wealth Management.

Tel: 01294 606708
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Alistair Green, Partner

I have been a Partner with *Taylor and Henderson solicitors since 1978. I became a Partner of Taylor and Henderson Financial Planning in 2015 when we joined St. James’s Place Wealth Management in 2015. I am also a director of GSPC and I was previously a Director of GSPC Financial Services. I have over 40 years’ experience of working in law and business.

As Managing Partner my role is to ensure we deliver an efficient, professional and personal service to all our clients.

*GSPC and Taylor and Henderson Solicitors are both separate and distinct companies to St. James's Place Wealth Management.



Adriana Casey, Paraplanner

I joined *Taylor and Henderson Solicitors in June 2005 to work with the Financial Services team. I have a Masters degree in Economics and I also hold the CII certificate in financial administration as well as the certificate in mortgage advice and the financial planning certificate.

My role is to ensure the smooth day to day running of the practice, which includes business processing, report writing, all aspects of client care involving the preparation of client meeting packs and the coordination of client meetings.

*Taylor and Henderson Solicitors is a separate and distinct company to St. James's Place Wealth Management.

Tel: 01294 606724
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Charlene Mclaughlin, Mortgage Administrator

Charlene joined Taylor and Henderson Financial Planning in August 2016.

Charlene holds a certificate in Mortgage advice and practice and has been accredited in the St. James's Place Diploma in mortgages.

Charlene's role is to help clients with their mortgage and protection needs and her duties include sourcing, processing and packaging of all applications as well as co-ordinating meetings and report writing, to ensure a smooth and seamless experience for our clients.