MacFarlane Wealth Partners

Senior Partner Practice of St. James's Place Wealth Management


Gavin Macfarlane, Principal

  • I have worked in financial services for over 19 years and provide broad based advice, mainly to Partners, Directors, and owners of small to medium sized businesses helping them with practical solutions to the financial issues that concern them most.
  • I emphasize on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years. My philosophy is simple, to provide a highly personalised service with the aim of “earning the right” to be considered as your trusted financial adviser.
  • Outside of work Gavin enjoys spending time with his family, he is a big rugby enthusiast and likes to play golf, badly.

Tel: 020 7065 2986
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Duncan Hands, Adviser

  • I am an experienced private client wealth manager with a broad skill range developed from over 15 years of advising on investment planning, pension planning, tax, insurance and estate planning.
  • I am committed to building and maintaining trusted relationships with my clients. I help my clients to think long term and implement a financial planning framework that ensures they achieve their particular goal of financial freedom in an efficient and timely manner.
  • Outside of work I enjoy spending time with family and friends, cycling and exploring different countries and cuisines. I also never says no to a good old pub quiz!

Tel: 020 7065 2953
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Jared Simpson, Adviser

  • I deliver holistic financial planning advice to city professionals, business owners and entrepreneurs across a spectrum of industries. I am committed to establishing and nurturing long-term relationships with my clients ensuring the financial solutions I deliver are with a high degree of professionalism and integrity.
  • My core focus is developing bespoke strategies to help build and preserve the wealth of my clients. I do this by creating tailored plans that improve and strengthen the long-term financial positions of my clients.
  • Too often I meet individuals who do not have time nor understand how to create a financial plan that gets the most out of their money and I am passionate about empowering my clients to achieve their own personal financial goals.
  • My advice covers all areas of wealth management, including, retirement planning, protection, savings and investment planning. After 16 years in financial services I understand the fiscal challenges of life and the need for regular reviews.

Please contact me if you would like to discuss further how I can help you achieve your financial goals.

Tel: 020 7065 2966
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Ollie Smith, Adviser

  • Ollie works with his clients to build realistic and achievable financial plans.
  • Produce detailed analytic reports on current holdings, offering individuals trusted, holistic financial advice.
  • Outside of work Ollie enjoys playing rugby and squash.

Tel: 020 7065 2977
Mobile: 078111 76978
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Dean Bedggood, Adviser

  • I provide holistic financial advice to professionals, small businesses and entrepreneurs helping them to reach financial independence and retire when they want, instead of when they can.
  • By analysing their personal situation, priorities and goals I utilise a cash flow modelling tool to chart their path to retirement. The solutions are offered by St. James's Place Wealth Management with their investment management approach and panel of experts carefully selecting some of the best fund managers in the Market.
  • After a 20 year career, I can empathise with the fiscal challenges of life and the need for regular reviews. Please contact me if you would like to discuss further how I can help you achieve your financial goals.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Tel: 020 7065 2996
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Diarmaid McMenamin, Adviser

  • Works with clients and their families over the medium/long term to visualise and plan for their financial future.
  • Specialises in Healthcare and Pharmaceutical sectors but also look after clients in the City and Canary Wharf.
  • Outside of work Diarmaid enjoys spending time with family, walking and surfing badly!

Tel: 020 7065 2997
Mobile: 078501 63190
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Henry Scholes, Adviser

  • I enjoy building long term relationships with my clients.
  • Helping my clients to understand their financial priorities and goals.
  • Creating tax efficient investment strategies to provide my clients with financial peace of mind.

Outside of work I love trying the huge variety of restaurants & pubs that London has to offer. I am a huge sports fanatic, supporting my boyhood club Leicester City, which is never easy! As well as following England football, rugby and cricket teams around the globe. A fair weather golfer who can often be found in the 19th hole.

Tel: 077122 48039
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Alison Welch, Adviser

  • As an Adviser at MacFarlane Wealth Management, my emphasis is on maintaining a long-term relationship with my clients and their families, working with them as a trusted source of advice as their financial needs evolve over the years.
  • My approach to wealth planning is very much holistic, covering areas such as protection planning, income protection, retirement planning, savings and investment planning, wills* and tax efficient strategies.
  • Outside of work I love to spend time with my two gorgeous children as well as continuing my role as Brand Ambassador for my chosen charity, 67 Blankets for Nelson Mandela Day, where we make and distribute scarves and blankets to the homeless throughout the U.K.

*The writing of a Will involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.

Tel: 020 7065 2916
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Kayleigh Inglis, Business Operations Manager

  • Management of all Partner Support Specialists for the Practice.
  • Managing team performance and progress.
  • Outside of work Kayleigh enjoys spending time with her family, going on holidays, socialising and going to the gym.

Tel: 020 7065 2926
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Dilan Ganatra, Partner Support Specialist

  • Manages and implements effective systems and processes to help drive the Practice forward.
  • Effective client servicing.
  • Outside of work Dilan enjoys spending quality time with his family, socialising, travelling, and exploring new types of food cultures.

Tel: 020 8042 0087
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Hannah Hawkins, Senior Paraplanner

  • Paraplanning of complex cases for all advisers within the Practice.
  • Technical support for Advisers and Partner Support Staff.
  • Outside of work Hannah is usually kept busy being a mum. In her spare time, she enjoys the arts, history and archaeology.

Tel: 020 8042 0088
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Josh Long, Paraplanner

  • Preparation of materials required for client meetings.
  • Management of marketing activity for the Practice.
  • Outside of work Josh enjoys spending time with family and going to the gym when possible. He also likes to go travelling throughout the year to explore new cities and cultures.

Tel: 020 7065 2908
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Brooke-Ella Harman, Junior Paraplanner

  • Processing business submission.
  • Effective client servicing.
  • Outside of work Brooke likes travelling, listening to music and attending events. She also enjoys doing makeup and other beauty aspects.

Tel: 020 7065 2954
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