James is the founder of Goldby Wealth Management and has worked in financial services since 2012. He established the Goldby Wealth Management company in 2016 and is delighted to have seen it flourish into a thriving financial advice practice since then.
Committed to ensuring that his industry knowledge remains relevant and current James places strong emphasis on personal development, This, along with the pride and dedication that he places on developing solid personal relationships with clients, ensures that Goldby Wealth Management are able to offer a rounded, professional and principled service.
James says he couldn’t live without his family, fine food and fun
Originally from a Land Surveying background, Becky joined Goldby Wealth Management in 2016 as a part-time Administrator. Now Practice Manager and Trainee Paraplanner, she carries out technical research and produces detailed reports for our clients. Keen to expand her knowledge, she is working towards the CII Diploma in Regulated Financial Planning.
Becky says she could not live without regular CrossFIt workouts, chocolate and three computer monitors!
Faye joined Goldby Wealth Management in 2019 as Marketing and Client Relationship Manager after a long career in qualitative research and consumer insight. Formerly an Account Director, she is well used to understanding & responding to the needs of clients and the demands of business, juggling is a specialism. She loves to connect with people and improve client relationships as she goes.
Faye says she couldn't live without her family, a quick run around the lanes and her view of the Malverns.