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

Jamie Greaves Dip PFS Cert CII (FS), MD,
Managing Director

Jamie is the Managing Director of Greaves Wealth Management and heads the advisory department. He and his team offer a wealth management proposition that includes financial, estate and legacy planning.

Jamie has more than 15 years experience in the profession, initially working within his father’s business, which has represented St. James’s Place since 1996.

Jamie is passionate and dedicated in delivering a high quality professional wealth management service to all registered members of the Practice.

Tel: 0113 212 5741
Mobile: 07769 733 709
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Alan Greaves Dip PFS,
Wealth Manager

Alan is a member of the advisory team providing bespoke advice in the areas of investment planning, retirement planning, business and family protection.

Actively engaged in providing wealth management advice for more than 35 years, Alan joined St. James's Place Wealth Management (then known as J. Rothschild Assurance) in 1996. Over 14 years, he built a successful Practice before handing over the reins to his son, Jamie, in 2010.

In addition to aiding Jamie in the business development of the Practice, Alan continues to provide clients with face-to-face advice and service.

Tel: 0113 212 5741
Mobile: 07769 733 713
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Caroline Cox,
Operations Director

Caroline joined the company as Business Development Manager in 2015 and immediately changed her role to that of Practice Manager in early 2016 before becoming Operations Director in 2018.

Caroline's organisational and relationship management skills have developed during a 12 year career within The Direct Line Group. This grounding has provided a firm foundation to ensure the Practice effectively manages the day to day activities. This has been instrumental in forming a platform for the team to be operationally efficient.

Caroline takes great pride in providing a first class service and experience for both new and existing clients.

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Louis Greaves,
Head Of Paraplanning

After a lengthy career with Abbey National, Louis joined the company as Practice Manger in 2007.

Louis has since evolved his role to become the Practice`s specialist Para planner. Louis assists each of the Partners and provides comprehensive, technical solutions that meet our client`s financial needs.

Louis`s role includes:

  • Technical report writing
  • Research and analysis into suitable products
  • Investment portfolio construction

Tel: 0113 212 5741
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Chris Coates, Administrative Support

Chris started with Greaves Wealth Management in 2017 providing administrative support within the Practice as well as assisting the clients with their needs. As Chris’s experience grows his role is evolving to include more technical tasks.



Sam Flaherty, Administrative Support

Sam has worked within St. James’s Place Wealth Management since 2015, providing administration support to various advisers. As well as supporting other Practices, Sam’s role within ‘Greaves Wealth Management’ is to undertake all aspects of administration as well as assisting clients with their needs.