James McLellan | Chartered FCSIChartered Wealth ManagerChief Executive Officer / Partner James McLellan | Chartered FCSIChartered Wealth ManagerCEO | Partner Having worked in financial services for over thirty years, I know the importance of a solid investment strategy. All members...
Team
Simon Chatterton | Chartered FCSIChartered Wealth ManagerPartner Simon Chatterton | Chartered FCSIChartered Wealth ManagerPartner I specialise in establishing and managing investments for trusts and work closely with trustees to ensure the best outcome for all beneficiaries. I have a keen...
Luke Bagshaw | Chartered FCSIChartered Wealth ManagerPartner Luke Bagshaw | Chartered FCSIChartered Wealth ManagerPartner I am a wealth manager with over twenty five years’ experience managing portfolios for high-net-worth individuals, charities and pension funds. I became a partner of S&T...
Kathryn Edwards | Partnership ManagerPartner Kathryn Edwards | Partnership Manager | Partner Having over thirty years’ experience in several support roles in the finance sector I take pride in looking after the people as well as the firm. I enjoy...
Paul Rennie |Compliance Officer Paul Rennie | Compliance Officer I am a Financial Compliance and Operations Consultant with over 15 years’ experience across different areas of Financial Services, specialising in Wealth Management and Investment. Previously operating in roles as an...
Matthew Piggott | Chartered MCSIInvestment Manager Mathew Piggott | Chartered MCSIInvestment Manager I have been working for S&T for over six years and in that time, I’ve built up a vast knowledge and high level of experience in wealth management....
Duncan Hibbert | Senior Investment Administrator Duncan Hibbert | Senior Investment Administrator I have worked in financial services for over thirty years, with twenty of these being in the stock-broking and wealth management sector. Since joining S&T in 2017, my...
Lisa Wilde | Compliance Manager Lisa Wilde | Compliance Manager I have over fifteen years’ experience, in a variety of roles, within the Financial Services industry and joined S&T in 2015. I have a keen eye for detail and can...
Erin Thompson |Investment Administrator Erin thompson | Investment Administrator I worked as an Executive Assistant at S&T Wealth Management, providing exceptional client service and supporting private client work. During this time, I developed a strong interest in the financial sector...
Lori Copp | Executive Assistant Lori Copp | Executive Assistant Having worked for S&T for two years, I would say my favourite parts of the job were helping my Executive organise his diary, as well as speaking to our lovely...