The Business Exchange Swindon & Wiltshire Edition 44: Aug/Sept 2019 | Page 7

BUSINESS NEWS Celebrating ten years of Queens Square Wealth Management Ltd This year Corsham-based Queens Square Wealth Management is celebrating ten years in business. Founded by Gemma Young in 2009, the business is a Senior Partner Practice of St. James’s Place Wealth Management. Situated on Corsham high street, the Practice is bucking the national trend, using its high street location to build relationships with the community and new enquiring clients. Where many banks and traditional high street businesses are closing, Queens Square Wealth Management is thriving, having more than doubled in size since committing to the space in 2017. Gemma has taken risks and gone against the grain from day one. Amongst the backdrop of one of the worst global economic conditions in 2009, she took the plunge and decided to accept a redundancy package from her then employer, Coutts & Co in London and set up Queens Square. Gemma decided to join with St. James’s Place Wealth Management because of their distinctive investment management approach, using best of breed fund managers and the advice guarantee* they provide to clients. Gemma said, “I wanted to create a wealth management solution that put the client and their family at the very core of the relationship. I believe it’s our very personal service that has helped us succeed. Our business is built around family. My husband Mark, works alongside me as Director, and we have two children who we are working hard to build a strong financial future for too. Trust, transparency and communication is at the heart of everything we do. Building long- term relationships that last decades.” Earlier this year, Queens Square Wealth Management was awarded the prestigious Chartered Financial Planning Status, the gold standard for financial planning and only awarded to firms which meet rigorous criteria relating to the highest level of professional qualifications and good ethical practice. Gemma said, “I’m really proud of the achievements of the team and being at the forefront of highly qualified financial advice.” The Practice doesn’t offer “off the shelf” solutions, but writes bespoke financial plans for its clients, helping them to achieve their goals personally, professionally and for their families. These plans are regularly reviewed through client meetings as both client circumstances change, along with the political economic climate. Over the last ten years Queens Square has grown from just Gemma and her PA Hannah, to a team of ten. The business has been built steadily, introducing new people that have the same values, putting the client at the centre of everything they do. Working alongside Gemma as a Chartered Financial Planner is Kelly Mills, she joined Queens Square in the summer of 2018 as an adviser and brings to the Practice a wealth of experience having worked for St. James’s Place for the last 13 years, latterly within the Private Client team designing advice solutions. She is also a Fellow of the Chartered Insurance Institute (CII) and holds a Masters in Wealth Management. Joshua Harding-Wyatt also works in the Financial Planning team as a Financial Planner. He has worked in financial services for the last 12 years, previously working for Axa, Ascentric and another small IFA Practice. After achieving his Diploma in Financial Planning, he has continued to study with the CII, and is looking to be a Chartered Financial Adviser before the year is out. The seven-strong client servicing and CELEB RATI NG 10 YEARS OF TRUSTED FI NANCI AL ADVI CE Gemma Young support team includes Mark Chamulewicz (Gemma’s husband), Hannah Godbold as Practice Manager, Jill Lakeland and James Motto as Client Servicing and Practice Administrators, Rebecca Howe, Trainee Paraplanner and Technical Administrator, and Paraplanners Martin Tarmey and Caroline DiRuzza. Gemma added,“Being part of the Corsham, Wiltshire and larger South West community is an important part of Queens Square Wealth Management. Our ambition is to continue our growth within the local area building on our successes so far and providing the much-needed face-to-face advice on the high street, as more and more banks close their doors. We’re looking forward to the next ten years and the challenges they bring.” “Recently, to help business owners we’ve launched our new Entrepreneurs Club. Designed to provide access to advice and support that will help maximise the growth rate and valuation of your business. To find out more please get in touch.” Queens Square Wealth Management’s services include: • Investment Planning • Retirement Planning • Protecting You & Your Estate • Corporate Services • Access to banking services • Mortgages • Long-term care advice You home maybe repossessed if you do not keep up repayments on your mortgage To find out more about Queens Square Wealth Management pop in to the Practice on 15 High Street in Corsham or call 01225 742644 or email: [email protected] “I believe it’s our very personal service that has helped us succeed. Our business is built around family” *St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group’s website at www.sjp.co.uk/products. The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. Y EA R S 2009 - 2019 INVESTM ENT PLANNING – RETIREM ENT PLANNING – PROTECTING YOU & YOUR ESTATE – CORPORATE SERVICES THE BUSINESS EXCHANGE 2019 7