Reliance Wealth Management Ltd

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

Sean Wilkinson, Director

Sean is the founder, owner and Director of Reliance Wealth Management, an Associate Partner Practice of St. James's Place Wealth Management. Responsible for Reliance Wealth Management’s overall strategy, he brings to bear over 25 years’ of experience in the delivery of bespoke wealth management plans for successful professionals.

Although a fully qualified financial adviser already, Sean is studying towards Chartered Financial Planner status, which is the highest level qualification for the profession.

Outside business, Sean enjoys cycling, including for charity and spending time with his wife, Ashley and young children, Jake and Chloe.

Tel: 02071 833 636
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Chirag Patel, Mortgage Consultant

Shortly after graduating in Economics and Business Finance at Brunel, Chirag began his mortgage career and continues to help clients two decades later.
His goal is to create a bespoke mortgage solution that’s delivered with exceptional service.

Outside of work, Chirag regularly plays five-a-side football, and love exploring the world with his wife and young son.

Tel: 02071 837 036
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Vicky Martin, Mortgage Paraplanner

Vicky has been working in financial services for 15 years. Her career began working for the Halifax, and progressed to working for Savills Private Finance and Towergate insurance, supporting the broker community and through them, their clients. Seeking a fresh challenge, she joined the Practice in 2014, and her growth from administration to paraplanning is now taking a leap forward as she embarks on the necessary training to become a professional Mortgage Consultant herself.

Outside business, she has an active social and family life, involving her husband Matt, two children – Amelia and Oscar, extended family and close circle of friends.

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Jane Todd, Administrator

Jane joined Reliance Wealth Management returning to the financial industry after a 9 year break working in other business sectors in management roles and as an employment consultant. She has over 10 years’ previous experience working for the Halifax in lending, with her last position as a Customer Care Manager servicing mortgage related complaints.

Jane is married to Greg with 3 grown up children Sophie, Lucy and Harry and is a grandmother to Henry. Outside the business Jane enjoys spending time with her family, researching her family tree, likes to keep fit by walking and has completed the Moonwalk Marathon twice and Race for Life events for charity

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Hannah Cresswell, Customer Relationship Manager

Hannah comes from a family of accountants and financial advisers, she has also followed a similar path; her most recent roles being a bookkeeper and a chartered accountant’s assistant. She has also developed her range of skills over the years as an executive personal assistant to many company directors, roles in event marketing and a coordinator in TV production.

Hannah very much enjoys being responsible for keeping up good relationships with all clients and helping to build the business up. Hannah is married with 10 year old twins and enjoys walking Barley, her golden retriever, while the kids climb trees.

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