ABBEYGATE WEALTH MANAGEMENT - Key Persons
Dawn has been advising clients for 20 years after leaving the Royal Air Force in 2000 and retraining into Financial Services.
A farmer's daughter from the North East of England originally, she is a keen horsewoman and competes and volunteers at many events in the East Anglian region. AWM also sponsors classes at the prestigious Houghton Hall International British Eventing Festival in North Norfolk.
A very down to earth and straightforward character, Dawns clients appreciate her direct and ‘easy to understand' approach to managing their finances.
Committed to self-improvement, Dawn has achieved the highest level of professional standing by becoming a Fellow of the Personal Finance Society, through many hours of study and exams.Specialising in Estate Preservation and Inheritance Tax Planning, Dawn has helped many clients reduce or completely mitigate their Inheritance tax liability ensuring their estate passes to their beneficiaries intact.
Emma joined Abbeygate Wealth Management in 2018, prior to which she worked for a high-level business consultant for 13 years, having worked her way up from a Junior Administrator to Office Manager.
She oversees the running of the business and is methodical and practical in her approach. She is a team player, ensuring that everyone in the business is working together to achieve the best results. She is keen to develop her skills within this role and wants to study to achieve Chartered Manager status.
In her spare time Emma enjoys socialising with her family and friends, reading and holidays in the sun.
Iain has recently joined the Abbeygate Wealth Management team after relocating from Bristol with his family. He has a background in Business and Economics and has come to us from a Bristol Real Estate company where he gained a wealth of experience in the field of commercial and residential property management.
Very much a people-person, Iain is looking forward to getting to know as many clients as possible and helping many more with their financial planning.
In his spare time, Iain loves playing as much golf as possible, watching Bury St Edmunds Rugby Club and travelling back to Cardiff to watch Wales play.
Job Titles:
- Wealth Manager & Director
James established Abbeygate Wealth Management in 2007 after leaving Barclays Wealth. His key focus continues to be maintaining client contact and providing holistic financial planning. James takes pride in establishing a personalised, tailored rapport with clientele and over the last 20 years has built some very long-lasting relationships, counting many of his clients as friends.
Initially beginning his career with Pearl Assurance, James was approached by Barclays Wealth and subsequently progressed to providing advice to their high net-worth clients. Having gained extensive knowledge and experience in Wealth Management James decided to take the leap to set up his own business. With a background in stockbroking, as well as financial planning, James has a vast range of experience upon which to call when advising clients. Furthermore, his calm, personable approach helps to put people at ease.
James' interests include socialising with family and friends, he also enjoys fly fishing when he gets the opportunity.
As Senior Administrator, Jen is a real team player who enjoys working with clients and colleagues alike. Jen's role reinforces Abbeygate Wealth Management's hallmark friendly and approachable service.
Jen is outgoing, extremely organised and has a passion for providing excellent customer service. She takes pride in seeing each case through to a successful conclusion and helping clients achieve their investment goals.
Prior to joining us Jen spent almost eighteen years as a teacher. She has brought with her a wealth of experience in planning, strategy, co-ordination and administration. She has a young family and enjoys spending time having fun with them when she is not at work.
Job Titles:
- Client Relationship Manager
Karina's background is within the prestigious motor trade, having worked for BMW for 15 years in the Corporate Client sector. The knowledge and skills she gained in providing an excellent client experience has naturally enhanced her role as Abbeygate Wealth Management's Client Relationship Manager.
At the heart of Karina's remit is to look after clients, forging strong adviser-client connections and keeping everyone up to date with the services being provided. She prides herself on her personalised approach, genuine sincerity and concern for others.
Karina has a very busy family life with two children and husband to look after, caring for and keeping in touch with family and friends is vitally important to Karina. She loves to cook and watch cooking shows and looks forward to her holiday's in the sun.