Testimonials

The Trusted Team has highlighted how important it is to work on your business rather than just in it. As business owners, we get so busy with the day-to-day that we don't often get the chance to just stop, take a step outside, and work on it. This amazing programme allows me the opportunity to do that.

One of the reasons I chose to become a member of The Trusted Team is being around like-minded people and having the space and the freedom to be able to create new ideas and also band around a few ideas and get expert feedback.

Steve Price is the Managing Director at BWP Inspire, an accounting firm based in Manchester. He focuses on helping small and medium-sized enterprises (SMEs) overcome challenges such as long working hours and financial instability. Steve emphasizes the importance of financial literacy and providing strategic health to businesses, aiming to help them thrive rather than just survive. He is also involved in coaching and mentoring clients to improve their business outcomes.

Matt is the Managing Director of Accelerate Adviser Solutions, who provide holistic paraplanning and administration services that seamlessly integrate with Financial Advisers' own processes. Accelerate believe that the best financial advice can only happen when Financial Planners are given the time to focus on nurturing client relationships and building their practices. Accelerate's solutions give advisers more time to spend on their clients, their businesses and themselves.

Kenneth is the Managing Director of Advanced Financial Strategies Ltd, Senior Partner Practice of St. James's Place, x6 IRONMAN and public speaker. He has been managing the personal finances of individuals and their families for over 4 decades. He joined the Financial Services profession in June 1981 and, over the next 4 years, established himself as a top performing member at the Paisley office of Prudential Assurance. In July 1985 he elected to join Australian Mutual as a Sales Consultant, gaining promotion one year later to the sales management team of the Glasgow office. In August 1988 he formed his own Financial Services business, trading as Kenneth Morrison Life and Pensions. Subsequent to accepting an invitation from St. James's Place Wealth Management in December 2009, he became a 'Senior Partner Practice', and remains so to the present day.

Trust and integrity are grounded in Kenneth's activities; his approach, and that of his dedicated team, is focused and discreet which is why he has such trusted and enduring client and family relationships. He always works around clients' schedules in an unobtrusive, positive and professional manner.