Being part of the St. James Place Partnership enabled the partners to provide clients access to some of the best performing investment products available.

St. James’s Place, with its enviable reputation including winning the Daily Telegraph ‘Wealth Manager of the Year’ in 2007 and 2008 alongside the ‘Best Performing Fund’ in 2009, the FT Investors Chronicle ‘Best Wealth Manager’ in 2008 and ‘Wealth Manager of the Year’ in 2009, gave the partners the perfect foil for their respective talents.

This simple and straightforward plan has worked beyond anybody’s expectation with four years of unprecedented growth now allowing the partnership to move to more purpose-built premises at Broadway House, 46 The Green, South Bar, Banbury, OX16 9AB which provides over 2,000 sq ft of office accommodation set within a traditional stone building in Banbury’s premier business area.

With business goals to be realised, the Partners set themselves the task of providing the practice with the unique skills needed to become the area’s foremost financial advisors. With this in mind two new members are welcomed to the team.

Jonathan Warr, with over 25 years of business development experience, has taken the role of Commercial Director with a clear partner brief to prepare the company for continued growth but to ensure that client care remains one of the top priorities.

Jonathan is joined by Wendy Perkins, whose unique financial services industry experience will provide direct and focused partner support.

Partner, Peter Cooling, commented “We have all worked hard on behalf of our clients and the old-fashioned mix of service, quality and integrity seems to find deep appreciation amongst our loyal, expanding client base. We feel that moving to new premises will allow us to expand these principles and continue with our growth. The entire team at Swann welcomes Jonathan and Wendy, and their combined expertise will allow the three of us to do what we do best – spending more time talking to our clients.”

If you would like further information about this topic, or to arrange an interview with one of the partners, please contact Jonathan Warr on 01295 275269 or 07973 258041 or email on [email protected]

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