Mark Hackett has been advising clients on their financial needs since 1994, founding Hackett Wealth Management in 2001. Mark's areas of expertise fall within Asset Management, particularly regarding Pension and Investment planning. Married with 2 Sons, Mark has lived in the Cotswolds all of his life. He enjoys time with his family, various sporting pursuits and travel.
Kara has over 25 years experience in the luxury hospitality market. With a large proportion of this time in Sales and Marketing working on business strategy, brand identity, on and offline marketing business plans and working closely with the high net worth clients at these properties to ensure guest satisfaction and brand loyalty.
This past experience will support Hackett Wealth Management to provide the best possible service for our clients. She enjoys family time and supporting her two boys sporting activities, travel and excellent food and wine.
Russell joins the team as Financial Consultant and is particularly recognised for his strong analytical skills and problem-solving capabilities in the fields of strategic and financial planning, as well as his broad commercial understanding developed over 30 years of working in the International Textile Industry.
Recently elected by former colleagues as Member-Nominated Trustee Director for the company pension scheme, Russell specialises in pension, investment and later life planning.
After years spent living and working abroad, Russell and his wife are delighted to be settled once more in Cheltenham where they can focus on family, friends and neighbourhood quiz nights.
Sophie is joining us after completing her A’ levels and will be completing her Financial Services Apprenticeship with us throughout 2017/18. Sophie can help you with arranging a meeting; valuations and directing any queries you may have to the appropriate adviser. Sophie ensures that all correspondence is dealt with in a timely manner, professionally liaises with our clients and existing providers, collates information to present to our clients and keeps the office running efficiently.
Sophie’s focus is firmly on our clients’ needs and her friendly approachable manner makes her well placed to be the first point of contact in the office ensuring that all our clients are given the best service.
The value of an investment with St. James's Place will be directly linked to the performance of the fund you select and the value can therefore go down as well as up. You may get back less than you invested.