Berkley Square Private Clients

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

Jason Ritchie, Managing Director

Jason's career in the financial industry has spanned over twenty years. A connoisseur in the world of wealth management and personal banking, his experience in building long-lasting client relationships stems from some of the biggest names in financial services; including Lloyds Banking Group and Scottish Widows.

Starting as a Financial Consultant in 1997, Jason qualified as an Adviser with the responsibility of providing full financial advice to retail clients across the length and breadth of Wiltshire, Bath and Bristol. Jason's extensive client base and love of the county led to settling in the Wiltshire market town of Chippenham.

His passion for private banking and wealth management ultimately led him along a prosperous path via St. James's Place Wealth Management back in 2007, where Berkley Square Private Clients was born. His ethos evolves around continuing to deliver clients a true wealth management experience based upon building long term, trusted relationships.

Ten years on, Berkley Square Private Clients is now a Senior Partner Practice of St. James's Place Wealth Management, where the core values of "Quality, Integrity and Excellence" are maintained alongside a team of specially selected individuals chosen by Jason himself. Ensuring the team are happy and the business is running smoothly is a key testament to Berkley Square's successes, as Jason is an accomplished true 'people' person. Always available on the end of the phone, he is completely committed to providing clients a truly unique experience and strives to add value and substance to their financial and personal position over the longer term.

A keen footballer from a young age, Jason played competitively before focusing on financial services. Jason is a keen golfer and can often be found watching Swindon Town Football Club, as well as spending time with his wife Jo and their two children travelling and enjoying holidays.

Tel: 01249 591141

Joanne Ritchie, Co Director

Joanne is married to Jason and shares his vision of how a true wealth management proposition should be delivered. Joanne, along with Jason in 2007, accepted the invitation to join St. James's Place and in doing so, Berkley Square Private Clients was formed.
Joanne has previous experience in retail banking and in the customer services industry. She supports the day to day running of the Practice, liaising with both clients and the advisory team, to make sure that files are updated and that queries are resolved and handled in a timely fashion.

Tel: 01249 591141

Ryan Trowbridge, Financial Advisor

Ryan's infectious, upbeat personality and ability to converse easily with any person has certainly led him to a fulfilling and suitable career path in financial planning. His genuine interest in people has shaped his passion to assist clients from all walks of life.

Having started out as a Financial Consultant with Lloyds Bank after qualifying as an Adviser back in 2012, Ryan quickly gained valuable experience as an insurance and protection specialist within various branches in Wiltshire, before accepting Jason's invitation in 2014 to join Berkley Square Private Clients. Ryan particularly enjoys the more technical and complex areas of financial planning and his thirst for knowledge has allowed him to specialise and adapt to the ever-changing pensions landscape.

With almost three years under his belt as an Adviser at a Senior Partner Practice of St. James's Place Wealth Management, Ryan has further developed his skills in protection, as well as providing advice in investment and retirement planning; the latter of which Ryan has chosen to specialise in.

Away from the office, Ryan enjoys a busy social life playing golf, going to the gym and following football. As a former semi-professional footballer, he is quite an avid fan and a devoted Leeds supporter.

Tel: 01249 591141
Mobile: 07970 550392

John O'Connell, Business Consultant

John has recently joined as a Business Consultant following the successful merger of his long standing wealth management business, Kingstons Financial Management Limited with Berkley Square Private Clients Limited.

John has been providing his clients with financial advice for over 30 years, specialising in the areas of pensions, investment and inheritance tax planning. This advice has always been based on providing an ongoing service which incorporates the principles of integrity, professionalism, reliability and trust so as to help to ensure the financial well being of clients both now and in the future.

Matthew Pentecost, Adviser

Matthew kick-started his career within the finance industry back in 2002, spending almost nine years as a Mortgage Adviser for Halifax before embarking on a career as a Financial Consultant for Llloyds Banking Group. It was here that Matthew became both CeMap and CeFap qualified, establishing trusted relationships with his clients.

An enthusiastic and eager individual, Matthew went on to enhance his skills in advising further, leading him to accept Jason's invitation to train at the prestigious St. James's Place Academy in order to obtain further knowledge in Wealth Management to become an Adviser for Berkley Square Private Clients.

Matthew is passionate about providing quality financial advice and keen to offer clients a professional, personalised experience. Raised in Chippenham, you'll often see Matthew enjoying all that Chippenham has to offer... if he's not running around it, as he's a keen half marathon runner (and has also completed 5 full marathons!). Notably, his Edinburgh marathon allowed him to raise over 2,000 for the St. James's Place Charitable Foundation... which has whetted his appetite to complete more fundraising events.

If he's not working up a sweat mentally and physically, Matthew enjoys a busy social life and spending quality time with his wife Claire.

Tel: 01249 591141

Jo Wills, Practice Manager

Jo has been described affectionately as the 'glue that holds the business together' and has been managing the Practice at Berkley Square Private Clients since 2010.

Qualified in financial planning in her own right, Jo provides individual case support to Jason- yet this is just the tip of the iceberg when it comes to what she does on a day-to-day basis. Jo also provides investment analysis, supports and manages the team with technical issues and administration, assists in the preparation/planning of bespoke client reports and portfolios and ensures the office is fully equipped.

As a vital part of the team, Jo is dedicated to maintaining the company's high standards and is usually the first port of call when it comes to conversing with clients. She's the approachable and friendly type, a loving Mum to two beautiful girls and has been known to partake in a challenge or two; most recently the Three Peaks Challenge.

Away from the office Jo enjoys travelling, socialising and of course, spending time with her family.

Tel: 01249 591141

Michaela Rowland, Marketing Manager

With the expansion of the business, Berkley Square Private Clients were extremely pleased to welcome Michaela to the team to help deliver the business's marketing strategy.

Michaela has worked within the marketing industry for the past five years; specifically for Business Improvement Districts (BIDs) in Swindon and Chippenham, specialising in relationship building with the professional sector. She also has experience in producing and delivering professional client events and has recently been involved in community events within Chippenham.

Very much the proverbial 'people person', Michaela's background in managing relationships across a variety of industries as well as enhanced communication skills means she liaises efficiently with clients, Advisers and the core Marketing Team at St. James's Place Wealth Management. You'll often catch her at a networking breakfast or two as meeting new people and chatting away are up there with a few of her favourite things.

Other than this, Michaela enjoys a busy social life, music festivals, travelling and fitness. She's also a keen fundraiser and has been raising money for a local hospice for over 10 years now. Now that's dedication!

Tel: 01249 591141

Becky Tye, Office Administrator

Becky began her career in the finance industry at the tender age of 17 with Lloyds Banking Group and has continued to develop her skills for over 15 years. Having started in the mortgage market, Becky is extremely efficient when it comes to processing business, having worked in busy banking and finance environments throughout her career.

A modest soul, she won't shout about her achievements; yet we think she should be extremely proud of that fact that she was placed within the top 10 mortgage advisers (nationally) at Santander. She is also an engaging, talkative character who will work tirelessly to ensure clients are receiving the very best experience (plus she'll always remember the little details to a T!)

Berkley Square Private Clients were thrilled Becky accepted their invitation to join the team back in 2016. She has gelled with the team effortlessly and has provided the perfect administrative support for the Practice along the way.

Out of the office, Becky is a busy Mum of two lovely boys. She loves spending time with them as well as socialising with friends and making time for her big family.

Tel: 01249 591141

Melanie Gordon, Office Administator

Mel has been with Berkley Square since day one; meaning she has developed a fantastic relationship with many of the Adviser's clients within the Practice along the way.

During this time she has adapted to the expansion of the company and moved with the changes as the team has evolved into what it is today. Her in-depth knowledge therefore assists the team, allowing the Advisers to focus their attentions on their clients as she manages their diaries, review meetings and the appropriate documentation needed.

Clients love speaking to Mel and her soothing manner has a calming effect on the office during busy periods. She has played a key role in making sure client's individual needs are at the centre of everything we do and she'll always go above and beyond to maintain that.

Outside of work Mel loves spending time with her family including her husband and two daughters- as well as seeing friends, socialising and travelling.

Tel: 01249 591141