Adam is the Founding Director of Meta, a Principal Partner Practice of St. James’s Place and also a Founder Member of St. James’s Place, with over 30 years’ experience in the financial advice industry.
Rory Thornton is a Director of Meta and has represented St. James’s Place for over 18 years with over 20 years’ experience in the financial advice industry.
Sian Matheson is the Managing Director of Meta. With over 15 years of industry experience, she moved to Meta after spending five years working within St. James’s Place.
Steven is a Chartered Financial Planner with over 20 years’ experience in the financial advice industry. He started his career at Coutts and prior to joining Meta, spent eight years’ within the Private Client and Investment Divisions of St. James’s Place.
Adam is an Associate with Meta with 7 years’ experience working within various Investment Banking Client Relationship roles. He has achieved the Level 6 Advanced Financial Planning Diploma and is working towards being Chartered. Adam specialises in working with senior executives and business owners.
With over 9 years’ experience in Financial Services, Chloe is an expert at advising business owners and successful professionals on wealth management strategies to help them to achieve financial independence. She is passionate about educating and empowering people to take control of their financial journey and achieve their goals.
Connor has joined Meta as an Associate with 5 years’ experience working both as an IFA and within St. James’ Place. He continues to develop his technical skills and is currently studying to become Chartered. Connor is passionate about helping clients to secure their future for themselves, their families, and their businesses, by providing bespoke and holistic financial planning solutions.
James joined Meta Advisors following 10 years’ experience in Financial Services both within St. James’s Place as well as City based boutique investment houses.
He builds tailored financial strategies for UK individuals and businesses in all stages of their career & cycle, with a focus on flexible and efficient asset accumulation, profit extraction, and pre/post-retirement planning.
Elliott is an Associate with Meta with over 9 years’ experience in the pension industry. He has achieved the Pension Transfer Specialism qualification and is working towards Chartered status. Elliott prides himself on building strong client relationships by providing tailored and holistic financial planning, that adapts to each client’s unique journey and life goals.
Paul Rothwell has over 38 years’ of experience in wealth management. As well as a Consultant to Meta, he was a Founder member of St. James’s Place and a Principal Partner of the St. James’s Place Partnership.
Arlene Santimano is a Practice Administrator within the Meta team and has over 25 years’ experience working in the hospitality, legal and financial services industry.
Nadir brings a wealth of experience in the Financial Services industry having worked in administration and processing for over 20 years. She is passionate about achieving an excellent outcome for the clients of Meta.
Sadie Mansfield is the Operations Manager at Meta. With over 13 years’ experience in the finance industry. She joined Meta after working within St James’s Place for over ten years.
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