Based in Southampton, John provides Wealth Management advice to clients across the south of England.
A Business Management graduate from the University of London, John’s commitment to professional excellence in the financial services industry saw him awarded the prestigious Phil McMahon Prize in the 2012 Chartered Insurance Institute examinations. He was awarded Chartered Status in the same year and in 2015 was invited to become a Fellow of the Personal Finance Society.
John is passionate about providing his clients’ with the best possible financial advice and puts great value on the development of close and on-going professional relationships.
Away from business, John’s time is spent with his wife Katy and their two children. He likes to walk in the wonderful countryside around Hampshire, Dorset and the Cotswolds, and enjoys weekends with extended family and friends.
As Practice Manager, Katy is responsible for the efficient day-to-day running of the office. Having worked alongside John for seven years she has formed close relationships with many clients.
Katy studied Sociology and Criminology at Plymouth University before her professional life took her into the financial services industry as a mortgage underwriter for a number of US-based subsidiaries. Her attention to detail and people skills earned her rapid promotion within a competitive market.
She seized the opportunity to work in the family business and now says: “I have the best of both worlds - working in our own boutique wealth management business backed by a FTSE 100 financial services provider”.
Katy’s other passion is her family and she loves spending time with friends and extended family.
Over the last 36 years Colin has worked in the UK Financial Services Industry and has operated as a freelance Management Consultant. Colin has a wide range of experience having worked in several IFA practices.
As an Independent Management Consultant and Business Coach Colin worked across a wide range of industries helping business owners and SME's to establish, build, grow and sell their businesses. Colin also has experience as a Business Consultant in the professional sport and entertainment industry in both the UK and the USA. Colin is an accredited Business Coach with Grant Thornton and worked with clients under the government’s Growth Accelerator Programme.
In my spare time, I enjoy performing as Professional Magician and Cabaret Artiste. I am a certified member of The Magic Circle in London and a certified member of Equity the professional performers association.
Having worked within St. James’s Place before it’s great to be back in the Partnership working with John and Katy right here at John Cummings Wealth Management Ltd as their newly appointed Business Development Director.
Based in Rownhams, Southampton, Charli-Anne Rushforth is a Business Relationship Manager at John Cummings Wealth Management, a Practice of St. James's Place.
Charli is passionate about helping individuals and business owners access the best possible Wealth Management advice and building long term relationships.
Charli has been in Financial Services since leaving education and has a solid background in Insurance Management and Business Development in the high net worth space.
Away from business, Charli’s time is spent with her daughter Harriett and partner Antony. She enjoys eating out, long walks in the Forest, a slight obsession cleaning her kitchen and spending time with her friends and family.
Mike has worked in the Financial Services industry, primarily as a Senior Relationship Manager within the Commercial Banking Sector, for over 30 years.
During this time he built up long term relationships with business owners becoming a trusted adviser and helping them to grow their businesses and achieve their inspirations.
Mike is married with two grown up children and in his free time enjoys most sports especially football, cricket and golf.