Chris has been involved in the Financial Services industry for 31 years. Back in 1983 he followed in his Mother and Father’s footsteps by joining Liverpool Victoria Friendly an Insurance Agent.
In June 1987 Chris joined Eagle Star on a graduate training program and in 1988 he began his role as an IFA Broker Consultant. Eagle Star took a corporate decision to recruit Appointed Representatives and Chris became one of Eagle Star’s first Appointed Representative Consultants.
From January 1992, Chris was consistently in the top three in the UK based on new business production. Unfortunately, the role of Appointed Representative Consultant changed quite significantly and that along with the closure of the Watford Branch led Chris to seek alternative employment and in June 1994 Chris was invited to join Jonathan Castle at Alpha Financial Consultants.
In November 2008 Chris followed Jonathan to St. James’s Place and was instrumental in the formation of Kinetic Wealth Management.
Chris is the Practice Manager at Kinetic Wealth Management and his role includes liaising with clients as well as supporting Jonathan, James, David & Brian to ensure that the business complies with the standards laid down by both St. James’s Place and the industry regulators, along with running a busy office and all that that entails.
Julie has been working in the Financial Services industry since graduating from the University of Humberside in 1996 when she joined the Watford branch of Friends Provident. She was enrolled on their Graduate Training programme and became a Broker Consultant.
In August 1998, after meeting Jonathan Castle on a Friends Provident event, Julie went on to work for him at Alpha Financial Consultants.
Like Chris, Julie followed Jonathan, and her husband Steven Krantz to St. James’s Place in November 2008 when Kinetic Wealth Management was formed, and like Chris, supports all the advisers within the company, ensuring that all the business is smoothly submitted.