David Patterson

Director

David joined St. James’s Place (then J. Rothschild Assurance) in June 1993, having previously worked as an IFA and an Accountant.

In 2017 David merged his Practice with that of retiring Principal Partner Nick Salisbury. Nick and David had known each other for over twenty-five years and had worked as IFAs together sharing many of the same values and approaches to wealth management so that the establishment of Patterson Wealth Management Ltd was a natural progression.

Jonathan Gottelier

Chartered Financial Planner

Jonathan is a Chartered Financial Planner. He joined St. James’s Place in 2005, working in a Principal Partner Practice where he became a Partner in 2013. When this Practice merged with the existing Patterson Practice to become Patterson Wealth Management Ltd, he enthusiastically chose to join the new entity.

Edward Rolfe

Advisor

Ed joined Patterson Wealth Management in July 2018 as an Account Executive and worked under the wings of both David and Jonathan while taking CII exams in order to become an St. James’s Place Adviser. Prior to joining SJP, Ed worked in a sales role at a technology start-up. He holds a degree in History from the University of Leicester.

Lorelle Simon

Practice Manager

Simon Mason

Paraplanner