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 GottelierChartered 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.
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.
Suzannah’s career has spanned over 20 years as an accountant. Much of this time was spent at KPMG where she worked with clients from a variety of industry sectors from tech to financial services and has been involved in the audit, accounts preparation and taxation of corporations. She has also worked for smaller Practices on a more consultative basis and freelanced. Suzannah joined Patterson Wealth Management Ltd in 2008, initially to help set up the back-office and then, later as an adviser. Suzannah now oversees most of the financial aspects of the business.