Our Team

Bilal Patel, Managing Partner

After completing his BA (Hons) Economics degree at the University of Manchester, Bilal started his career in finance 18 years ago working for Santander Asset Management giving holistic financial advice to retail and corporate clients. After a successful career gaining vast experience - he established Think Wealth Management in 2010 with the clear vision to become the most trusted source for clients in the Creation, Management and Protection of their wealth. He prides himself on always putting his clients first, delivering exceptional service backed up by his strong technical knowledge.

Bilal is a Chartered Associate, holding the highest level of qualifications in the industry which demonstrates sophisticated financial planning skills to support the provision of high quality advice.

In his spare time he enjoys spending quality time with his family, cooking new dishes (as a recently converted Pescatarian) and is a keen follower of the England Cricket Team.

Lindsay Bradley, Operations Manager

Lindsay joined the Practice in 2013 and has been working within financial services for 15 years, providing both administrative and paraplanning support.

She is responsible for overseeing the operational function of the office to ensure an efficient and high level of service is provided to all of our clients. She is currently studying to complete her Diploma in Regulated Financial Planning.

Lindsay enjoys travel, keeping fit and fashion.

David Groom, Technical Consultant

David joined the Practice in 2017, having previously worked for another
St. James's Place Partner for over 10 years.

Over a career spanning almost a quarter of a century – David has developed a specialist skillset having worked in a range of areas and roles including taxation, investments, pensions, protection and trusts. In his non-advisory role he designs solutions to help meet complex investment and tax planning requirements. He also assists with training other team members.

David has achieved Chartered Financial Planner status, and is currently completing a Masters Degree in Finance.

Outside of work David enjoys family time, hiking, and photography.

*Trusts are not regulated by the Financial Conduct Authority.

Howard Thompson , Business Development Consultant

After a successful career as a St. James’s Place Partner himself Howard now works alongside Bilal managing and developing client relationships.

Howard brings a wealth of experience and expertise to the team and has a proven track record in the financial services industry with over 30 years experience.

Howard now enjoys spending more time with his fiancée and young son Hugo. He is enthusiastic about all sports but mostly only as a spectator or coach now.

Howard Thompson, Business development Consultant

Kyle Furlong, Technical Assistant

Kyle is an Accounting Graduate from the University of Central Lancashire who joined the Practice in July 2021, following three years working with another St. James’s Place Practice in Edinburgh. Kyle relocated during the pandemic to be closer to home.

Kyle prides himself on delivering high quality reports for our clients, and supports the technical team with expertise in a number of areas including investment and pension planning. He is studying towards his Diploma in Regulated Financial Planning and hopes to continue his development in a technical capacity.

In his spare time Kyle enjoys socialising with friends, a round of golf at his local club and playing football.

Elliott King, Administrator

After completing his degree in Law and Philosophy, Elliott worked within the legal sector for two years before joining the Practice in 2021.

Elliott’s role as Administrator is to support and work closely with our team to ensure everything is acted on promptly and to assist with the smooth running of the Practice. Kyle is currently working towards completing the Diploma in Regulated Financial Planning.

Outside of work, Elliott enjoys going to the gym and travelling.

St. James's Place guarantees the suitability of the advice we provide.

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