Ian ran his own Partner Practice at St. James’s Place Wealth Management for six years before joining Wronski Wealth Management as an adviser.
Prior to St. James’s Place, Ian had over 25 years’ experience of investment banking and private equity, advising business owners, senior management, companies and governments on corporate finance transactions.
Ian graduated from the University of Bristol in 1985 and lives in London with his wife, three children and the dog!
Steven qualified as an Adviser for Wronski Wealth Management in 2019. Before this, he worked as a Paraplanner within the Practice, and as a Client Technical Administrator within an external financial advisory firm, bringing with him well-rounded experience of financial planning.
Steven graduated from the University of East Anglia in 2012, and outside of work, he enjoys socialising, keeping fit, and staying up to date with the latest scientific news.
Harriet joined Oliver’s Practice in 2017 in the role of Practice Manager and assists with client enquires, business processing and general administration. She has recently completed her CII Diploma in Regulated Financial Planning.
Before working at Wronski Wealth Management, she previously worked at St. James’s Place Head Office, and as part of the Office Administration team at Hamilton Place. Due to this previous experience, Harriet has an excellent knowledge of back office procedures and protocol.
Harriet graduated from Southampton University in 2015, and outside of work, enjoys playing in an orchestra and netball.
Ryan is the Client Relationship Manager for Wronski Wealth Management having been in financial services since 2010 and Level 4 Diploma qualified since 2013.
Ryan’s role is to help ensure we offer the highest levels of service and the best client experience while organising various events for our clients and professional connections.
He also manages our network of key professional connections including accountants, solicitors, brokers and other advisers. In addition to this, he is also developing our Financial Education and Well-being for Employees at the Workplace initiative which is available to both employers and membership organisations.
He has been involved in various sectors of business including recruitment, construction and technology. He also has experience in professional sport having spent over 10 years with West Ham United and was part of the 1999 FA Youth Cup winning team.