Scrivener Financial

Do you have a young family or a child about to flee the nest for university? Perhaps you are considering retirement and may be concerned how inheritance tax might affect your family? Whether it’s planning for schools fees, pensions, inheritance tax, investment planning or moving house, it can often feel like you’re navigating a minefield.

At Scrivener Financial, we work with clients to create financial plans that you understand and have confidence in.

Grasping financial jargon is half the battle, so we like to talk in plain English and move at your pace. Getting the correct approach in place is the first step in realising your aspirations. We want you to be excited by it, so it’s important to get it right.

Finally, the only thing that’s certain is change. Every now and then we’re all presented with unexpected opportunities and challenges, and if that happens we’re only a phone call away.

Our Philosophy

Our core values focus upon offering an expert service of distinct quality, integrity and excellence which in turn gives financial peace of mind to discerning individuals and business clients.

Visit scrivenerfinancial.co.uk for more information.

It’s important to understand what’s happening in your life now as much as what you want to happen in your future.

Meet the team

Mike Scrivener Director

Mike Scrivener is Director of Scrivener Financial and has over 20 years experience in the wealth management sector. Joining St. James’s Place in 2009, his focus is on clients’ short and long-term goals and aspirations. Mike is passionate about ensuring clients have financial plans in place to support life’s major events: buying a house; supporting children through education, getting the best out of career earnings, retiring and estate planning, whilst also ensuring they have the confidence to live and enjoy life day-today.

Prior to being invited to join St. James’s Place Wealth Management, Mike successfully ran the Scrivener-Evans Partnership with partner David Evans up until David’s retirement in late 2008.

Away from the office, Mike is a keen golfer with a handicap that doesn’t necessarily reflect his passion for the game!

Robert Briggs Adviser

Robert joined St. James’s Place in June 2003, bringing with him over 20 years of experience as an IFA. As one of the chief advisers at Scrivener Financial, Robert’s passion lies working with clients to provide long-term trusted advice that evolves and grows with each clients’ aspirations.

New legislation and regulation can often present uncertainty and Robert particularly enjoys resolving the challenges that come with market developments.

Outside of work, Robert enjoys running, cycling and swimming and has represented Great Britain for triathlon on a number of occasions.

Carolyn Scrivener Client Services Director

Carolyn is a marketer with over 18 years’ experience of working with some of the world’s best known business to business brands, providing their customers with the knowledge they need to be able to perform better. Joining Scrivener Financial in November 2015, Carolyn looks after the company’s clients ensuring they stay up to date and informed on market developments and their own financial position.

Prior to joining Scrivener Financial, Carolyn worked in various management and senior management marketing roles for LexisNexis, Ricoh and PwC.

A runner for more than 30 years, Carolyn can often be found tackling hills in Windsor Great Park or seeking peace and quiet on a yoga mat.

Teresa Sayers Team PA

Teresa has over 20 years’ experience in the financial services sector. Beginning her career in the insurance industry, Teresa has worked as secretary to large sales teams and senior directors. She began work with St. James’s Place in 2003, supporting Robert as he established and grew his practice and is now team PA at Scrivener Financial. With a sharp eye for detail, Teresa ensures high quality standards and client communication.

In her spare time, Teresa enjoys walking and travelling and has taken part in the Race for Life for the past five years.

About St. James’s Place

St. James’s Place Wealth Management offers a wide range of high quality wealth management services to individuals and businesses. It is an award winning FTSE 100 business with funds under management in excess of £90 billion, and is well established as one of the UK’s leading wealth management organisations.

St. James’s Place specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes, and whose circumstances are therefore more complicated than most.

At the heart of the business is the St. James’s Place Partnership, which is the advisory channel for St. James’s Place Wealth Management. This brings together some of the most experienced, able, and highly-regarded professionals working in financial services today. Members of the St. James’s Place Partnership have on average 17 years’ experience in the industry and build long-term relationships founded on trust.

We achieve this through the provision of personal, face-to-face wealth management advice that is designed to suit your individual long-term requirements.

We can help address straightforward issues and resolve more complex multifaceted problems. There are no off-the-shelf solutions as our experience is that every single client has their own personal concerns, responsibilities and ambitions. The solutions that work for one, simply would not work for another.

Basing our service on this principle, we have built exceptionally strong, trusted and lasting relationships with our clients.

Working together

Within the St. James’s Place Partnership, there is some exceptional expertise in specific and often highly technical areas. We regularly consult with other Partners and, if necessary, introduce specialist colleagues into the planning process, ensuring you receive the highest standards of service and expertise.

Together, we create a working plan, providing you with a clear direction towards meeting your financial goals. This includes clarifying your objectives and researching all the options available to you.

We will monitor your plan closely and make amends as and when appropriate, as we appreciate that personal circumstances, opportunities and legislation all develop over time.

The essence of our business is to help make it easier and simpler for you to manage your wealth.

Your personal guarantee

St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the group.

This quite simply gives you reassurance and peace of mind when planning your financial future.

Your comprehensive range of nancial solutions

We advise on many aspects of wealth management, helping individuals of widely differing financial resources or life stages. This includes access to the exclusive range of St. James’s Place products, which offer many important benefits. Perhaps the most remarkable is the distinctive approach to investment management.

We are also able to assist businesses in the increasingly complex area of corporate financial planning. We can offer you the benefit of a single relationship to meet all your financial needs and give you reassurance by planning for your long-term security. We will work closely with you to create a financial strategy personalised to the specific needs relevant to you, your family or your business.

Trusts are not regulated by the Financial Conduct Authority. Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Views from a client’s perspective

“What really makes the difference is that combination of scrupulous attention to detail, infinite patience, calm competence and an authentic personal touch. It is hard to imagine placing a family’s future financial security in better hands.”

David Harley CMG | Former Deputy SG of the European Parliament

“Mike initially advised me when I took out my first mortgage some 15 years ago. Since then he has provided me with advice across the full spectrum of financial services products and I have always highly valued his insights and guidance and his extensive knowledge of the financial services landscape. I would not hesitate to recommend his services.”

Phil Cheveley | Partner Corporate Finance & M&A, Travis Smith LLP

“I have worked with Robert for over 20 years and he consistently delivers what is needed when it’s required. I have recommended Robert to friends and family over the years and have only received thanks for the recommendation and for his work. I would not hesitate to use his support in the future or recommend his work to others.”

Dominic John | Founding Partner at Customer Alignment Ltd.

“Mike has a detailed knowledge of the financial services industry and in my dealings with Mike over the past 12 years I’ve always found him to be trustworthy, efficient and with a solid grounding in the ethics of best advice. On that basis I’ve been happy to recommend Mike to various clients of mine who needed a Financial Adviser.”

Jon Cleverdon | Director, Cleverdons Chartered Accountants & Business Advisers