Eswaran Stone Chartered Financial Planners

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

Darren Stone, Director

Darren is the Director of Eswaran Stone Chartered Financial Planners. He holds the Chartered Status Qualification and is a Fellow of the Personal Finance Society. He is Professionally qualified to provide financial advice, coach and mentor wealth advisers, and has over 20 years’ experience. He is also a member of the Society of Later Life Advisers and is qualified to give long term care advice as well as holding the FCA required licence to advise on Defined Benefit Pension transfers.

Darren is committed to continuing professional development and adherence to the industry standard code of ethics.

Mobile: 07725884087
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Jonathan Eswaran, Director

Jonathan works closely with his clients to create a bespoke, structured wealth management plan to achieve their ultimate goal in financial planning. He enjoys assisting and communicating how to achieve financial health and independence.

Having graduated with a degree in economics, finance and banking, Jonathan joined a graduate scheme with a large UK bank where he ultimately worked with high net worth clients to provide a holistic, high level financial planning service.

Jonathan’s approach is to provide his clients with a strategic and methodical approach to their wealth management and financial planning, with an emphasis on building and maintaining long term trusted relationships.

Mobile: 07855368489
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Gary Meloy, Adviser

Gary began working in Financial Services in 1992 and over the past 20 plus years he has worked for companies such as Prudential and Barclays. In 1999 he became an Independent Financial Adviser and went on to set up his own Practice. Along the way he has achieved various qualifications culminating in him presently holding an industry diploma. His core values have always been professionalism, trust and honesty to create a personal and ongoing customer relationship.

Tel: 07939 152278

Corrine Clark, Practice Manager

Corrine joined as our Practice Manager in 2015 and has over 20 years’ worth of experience in Financial and Customer Services. She provides administration support to the team and manages the back office systems.

Corrine is also responsible for client support and aftercare and the organisation of client events. She deals with our Client Relationship Management systems and day to day administration of the Practice.

Tel: 07718 982442

Robert Herbert, Report Analyst

Rob has been in financial services for 17 years as an adviser and has been with Eswaran Stone for 2 years. He has recently taken a new role within the company as a Report Analyst and is now responsible for report writing, analysis of clients existing plans and he is a specialist in Cash Flow Modelling using Voyant.

Jed Wilson, Private Client Director

Jed was born in London and grew up in Holland Park/ Notting Hill and was educated in Scotland and McGill University in Montreal, Canada. International background, lived and worked professionally in the City, Switzerland, Canada and USA.

Prior to joining Eswaran Stone as their Private Client Director, he spent 12 years working in private wealth management, 5 years in Geneva, Switzerland where I advised HNW individuals, UN Diplomats, private bankers and international executives. As a consequence, he has now established many working relationships with individuals within this sector due, in part, to the insight and understanding that he has for their specific financial requirements – whether these be personal or corporate.

He is committed to ensuring that his industry knowledge remains relevant and current by placing strong emphasis on his personal development, This, along with the pride and dedication that he places on developing solid personal relationships with his clients, ensures that he is able to offer a rounded, professional and principled service.

Outside of the business, Jed is a family man, keen golfer, skier and tennis player. Charity is also extremely important to him and he is a trustee of 3 charities and on the Committee for the British Red Cross and he regularly participates in events. He is active with Walking with the Wounded, The Felix Project and in November 2019 is off on a St. James's Place Foundation Trek and Build in Nepal, helping to re-build a school destroyed by the 2015 earthquake.

Mobile: 07548 488168

Joanne Appleyard, Client Services

Joanne joined the team as a Practice support specialist in March 2018. With 20+ years working as an account manager, she has a considerable amount of experience with client centric procedures and administrative duties.

Predominately PA and administration support to Jonathan, Joanne also works closely with the rest of the team assisting with their administrative requirements to ensure an exemplary service and positive experience is received by all our clients.

Mobile: 07841 000374