Partner Practice of
St. James's Place Wealth Management
 

Adrian Allen, Director

Adrian is the founder and Director of Allen Financial, which has been trading since 1983 and joined St. James's Place Wealth Management as a Partner Practice in 2015. He also opened a new Head Office in Dedham, Essex in 2015, as well as having access to London offices to help support their clients.

He started his career with a major Life Company in the City of London, that specialised in investment and retirement planning, but also offered his clients the full range of financial services.

His experience includes working with a broad range of clients, from entrepreneurs and professionals to owners and directors of leading companies. Understanding the demand for client focused, bespoke financial planning, retirement and investment planning, are his main priorities and he is a great advocate for offering true financial planning aligned to clients’ overall life objectives.

Adrian holds the Diploma in Financial Planning and is a member of the Personal Finance Society and is working towards Chartered status.

Outside of work Adrian enjoys spending time with his wife Tracy and their two dogs, and is an enthusiastic if not competent fair weather golfer.

Tel: 01206 560001
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Laura Sargent, Senior Wealth Consultant

Laura has worked in the Financial Services Industry for more than 17 years, and during this time has worked for major high street banks and building societies, both as a manager and Financial Adviser and has spent the last five years working for St. James’s Place Wealth Management as a field manager.

Having missed working directly with clients and supporting them with their financial plans and objectives she was delighted to be asked to join Allen Financial as part of the adviser team.

Laura’s advice covers all areas of financial planning, and her focus is on maintaining long term relationships with clients and providing them with a source of trusted financial advice as their needs evolve over time.

Laura is committed to ensuring that her knowledge remains current and relevant to enable her to provide the best advice for her clients and as such she proud to hold the Advanced Diploma in Financial Planning, and Chartered Financial Planner status.

Outside of the office Laura has a young daughter Tilly and is an active member of her local Women’s Institute.

Mobile: 07530 742523
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Steven Taylor, Wealth Consultant

Steven has been a professional tennis player and ran his own business for the past 15 years, however he’s always had a keen interest in financial planning, and therefore decided to study for his Diploma in Financial Planning in 2016. Having completed his Diploma, Steven was then accepted into the prestigious St. James’s Place Academy in London, and following extensive training, joined Allen Financial in 2019.

He’s committed to providing the highest quality of service to clients, and is already working towards Chartered Financial Planning status. Steven is focused on providing clients with a full range of financial planning needs, and his key working philosophy is to build long term trusted relationships, whilst adapting to clients’ needs as they evolve over different life stages.

Steven is married with two young children, and outside of work he enjoys spending time with his family. He’s also an avid golfer and real tennis player, as well as still occasionally competing in tennis tournaments.

Mobile: 07779 599767