Mercian Wealth Management

Partner Practice of St. James's Place Wealth Management

Lee Wadlow, Mortgage Support Manager

Lee brings over 12 years mortgage administration knowledge and experience, having forged a successful career within a number of high street building societies. Andrew Davies-Rounds and Lee first began working together in 1999 and between them provide the complete client experience from fact finding, sourcing mortgages, making a recommendation to finally submitting the application; plus Lee will liaise with lenders & solicitors to ensure the whole process runs smoothly.

They offer a comprehensive range of mortgages from across the market, which lenders make available to mortgage intermediaries.

Marie Chalmers, Client Support & Technical Manager

After graduating from Liverpool John Moores University in 2002, with 2:1 in Business Studies, Marie completed 13 successful years in management overseeing a large in-house recruitment administration team for a UK wide company; as well as conducting interviews, arranging assessment days, writing national advert campaigns, producing employment contracts and completing confidential & robust recruitment checks for all senior positions. Marie was originally a client of Andrew Davies-Rounds and it was during their meetings that her interest in wealth management was ignited. Marie was welcomed to the team in March 2016.

Karen Watson, Client Support & Marketing Manager

Karen worked for a well-known high street bank for over 28 years progressing from personal banking into business banking client relationship roles, finally working in commercial banking as a Financial Crime Manager dealing with clients from sole traders to large corporate businesses. The role involved providing advice & guidance in financial crime related issues to colleagues at all levels of the organisation, preparing financial crime risk assessments & comprehensive management reports and ensuring all documentation and records were stored effectively to comply with data security. In October 2016, Karen joined Mercian Wealth Management.

Karen and Marie are responsible for providing the following administrative support to enhance the client experience:

Respond to phone & email enquiries
Update client records
Manage appointments
Prepare meeting packs for Andrew
Organise client events
Obtain client information from existing schemes
Create illustrations
Submit electronic applications
Prepare suitability reports
Process Trust Deeds & Beneficiary details
Provide Wealth Management reports