John has a wide range of expertise and experience in providing specialist advice developed over many years in the financial services industry.
John works closely with each client, helping individuals, business owners, entrepreneurs, other professionals and their families enhance and protect their wealth.
Our clients are often very successful in their own right, but lack sufficient time or expertise to focus on their finances. John helps his client meet their financial objectives by providing expert face-to-face advice on tax efficient investment planning, pension planning and inheritance tax planning.
With an IT background as a Software Development Director, Caroline’s invaluable experience of managing complex projects and business process engineering, perfectly complements her current role. Caroline has been with the Practice since day one and has been highly influential in the growth of Grove Wealth Management to the successful Senior Partner Practice that it is today.
Ralph has been a financial professional since 1977 with responsibilities ranging from building society Branch Manager to Regional Manager before focusing on full financial planning for both individuals and business owners. As a financial adviser, Ralph has developed a reputation for providing quality advice and high service standards in both complex and straight-forward consultations. Protection, Investment planning, Inheritance Tax Planning and Retirement Strategies are areas covered by Ralph’s expertise. Ralph’s son Jack, works alongside his father within the Practice providing administrative support.
Before entering financial services, Anna worked in marketing and business development for the music and fashion industries within the luxury sector. Having worked with Grove Wealth Management for over 8 years, Anna has forged strong working relations with both individual and business clients. She is a highly-regarded member of the team bringing a clear and lucid approach to the financial planning and investment process. A natural problem solver, Anna enjoys working closely with clients to design, implement and monitor strategies to help get their financial affairs on track to achieve savings and retirement goals.
Amanda ‘Mandy’ brings to the team 22 years of extensive experience working within the Financial Services Industry in both administration and customer relations roles. As well as being a top-level administrator, Mandy is PA to Ralph Bosworth and oversees the smooth running of back office activity including business processing and the servicing of client policies.
Jack has recently qualified as a St. James’s Place Accredited Partner Paraplanner and as such, is a vital member of the Grove Wealth Management team, Jack provides invaluable support to both John and Ralph, undertaking case work and assisting with solutions to meet the short, medium and long-term financial goals of our clients.
Having worked in the Financial Services industry in Cornwall for over 30 years, Elizabeth, ‘Liz’, is a welcome addition to the Grove Wealth Management team. Liz continued to work in Financial Services after moving to Dorset in 2015 gaining greater experience in all aspects of administration as well as specialisms in Group Pension Schemes. Since starting with Grove Wealth Management during the latter part of 2016, Liz has brought knowledge and professionalism to her Administrator role, providing support across the entire back office team.
Ally has over 20 years’ experience working in the retail and private Banking sectors. Having been a branch bank manager for 5 years, Ally brings a highly diligent and structured approach to her PA role supporting the Directors and liaising with clients to ensure we are providing a high standard end-to-end service precisely tailored to meet our clients’ needs and circumstances.
Louise, ‘Lou’ has many years of experience in Compliance based roles in the Financial Services industry. She is a welcome addition to the Grove Wealth Management team, supporting our Partner Paraplanner and working closely with the back-office team to ensure the best possible service and outcomes for our clients.
Patricia has nearly 25 years of experience in Retail, Private and International Banking working for 12 years in The City of London and for the last 16 years in Wealth Management and brings her wealth of knowledge to assist as PA to the Partners of Grove Wealth Management. She is also a valuable member of our Marketing Team organising Events for the company. Patricia has recently moved back to Dorset and is enjoying her new life in Christchurch.
Patricia also provides PA/Administrative services to other members of the St. James's Place Partnership.