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

Wealth Management Advisers

Darren Jones - LLB (Hons), FPFS, Chartered Financial Planner

Darren graduated with an honorary Law Degree in 2001, and joined Barclays Wealth as an independent financial adviser, formerly Woolwich Independent Financial Advisory Service (WIFAS). Darren advised both personal and corporate clients and managed a portfolio of over £110 million. After completing his advanced qualifications in financial planning he became a specialist adviser in four key areas of financial advice; that being; Pensions, Long Term Care Planning, Inheritance Tax and portfolio construction. Darren is a Chartered Financial Planner and also one of an elite group of PFS members to become a Fellow. Darren has also recently become a full member of the Society of Later Life Advisers (SOLLA). Darren continues to work with, and help meet the needs of both private and corporate clients, providing holistic financial advice. Darren is the Principal of Castlerock Wealth Management (formally Jones & Nash Financial Planning).

Darren provides holistic financial solutions and specialises in the following areas:

  • Wealth management and portfolio construction
  • Capital Gains Tax and Income Tax mitigation
  • Non-Domiciled Excluded Property Trusts* & Inheritance Tax Planning
  • Corporate and personal pension planning
  • Long Term Care advice and paying for care solutions
  • Investment and pension review service

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

*Trusts are not regulated by the Financial Conduct Authority.



Andrew Hopper, Adviser



Business Support Specialists

Claire Jones, Operations Manager

Claire’s previous experience includes; working within the UK Retail Banking sector, manager of information management within local government and, as an analyst for a reassurance company providing large scale, sophisticated and robust insurance solutions to both high net worth individuals and corporates within the marine, aviation and financial profession.

Claire was fundamental in the establishment and success of Jones & Nash Financial Planning and now is one of the advisers within Castlerock Wealth Management. Claire is responsible for Business Strategy and works with both the team and third party providers to ensure our clients receive outstanding service and tailored communications.



Gemma Edwards, Senior Paraplanner



Keeley Ratcliffe, Administrator