4 Life Wealth Management

06/08/2026

Congratulations to our Employee of the Year, Julie McKenzie!

Julie has been voted 4Life Wealth Management's Employee of the Year, voted by her colleagues across the business.

This award is especially meaningful because it reflects the respect, appreciation, and recognition of the people Julie works alongside every day.

Julie has been an integral part of the 4Life Wealth Management team for an incredible 13 years, consistently supporting our clients with her exceptional paraplanning expertise, professionalism, and unwavering commitment to delivering the highest standards of service.

To mark this well-deserved achievement, Julie was presented with the coveted 4Life Wealth Employee of the Year Bear (and other treats !)– a fitting symbol of a truly outstanding contribution, and the bear now sits proudly on her desk!

Congratulations, Julie, and thank you for everything you do for our clients, your colleagues, and the business. We are incredibly proud to have you as part of the 4Life family.

15/07/2026

Job title: Practice Administrator
Location: Harrogate
Salary: Competitive salary and benefits
Contract: Permanent
Hours: Full or Part Time

The opportunity

An exciting new opportunity has arisen for an administrator to join our fabulous team at 4Life Wealth Management Ltd, which is a highly successful Managing Partner Practice of St. James’s Place Wealth Management Plc.

St. James’s Place Wealth Management plc (SJP) is a leading and highly regarded FTSE UK Wealth Management company which distributes a range of investment and retirement products and financial solutions to a high-net-worth client base. St. James’s Place Wealth Management has funds under management of more than £200 bn.

The practice has been highly successful and has experienced year-on-year growth since it was established in 2013. The offices are in Harrogate, which is easily accessible, with the opportunity to work part-time or full-time.

The role

You will provide efficient administrative support to the Advisers, based in Harrogate, in respect of the business generated and the servicing of existing clients. You will produce all the relevant paperwork for the client, on behalf of the Adviser, including, quotations, illustrations, and valuations as well as processing all new business documentation in accordance with the agreed service and quality standards. You will handle queries from clients and third parties and take the appropriate action to ensure the query is dealt with in a timely and effective manner.

The person

You will be able to demonstrate exceptional administrative skills with the ability to perform well under pressure whilst maintaining a high level of accuracy throughout your work. You must be able to show initiative, have some IT skills and be a strong communicator. As you will have contact with clients, it is essential that you are professional and confident in dealing with third parties, have excellent communication skills and can work with total discretion. Full training will be provided.

Contact: Gary Nash [email protected]

14/04/2026

We are looking for a Trainee Financial Adviser to join our team.

Based out of our Harrogate office, this is a brilliant opportunity for a graduate looking to take their first steps to carving out a successful career as a financial adviser.

We are not looking for someone with years of experience, but someone outgoing and approachable, great with people and a natural listener, and importantly, eager to learn and grow within the profession and our team.

Whether they are newly or partially qualified, or keen to study through 4Life Wealth, this could be a great next step.

We might be biased, but we've got a fantastic team, lovely clients, and a role that has real potential to grow with the right person. We'll support you with the training - what matters most is mindset, people skills and enthusiasm!

If this sounds like you or someone you know, please drop our Operations Director, Gary Nash a message to arrange a call or coffee to chat through the role.

Gary Nash
Operations Director
07870 415942
[email protected]

20/01/2026

We are still looking for advisers with the right desire to be successful. Give our operations director a call to hear more about this exciting opportunity.

💡 Ever wondered how good financial advisers make the leap from employment to running a successful wealth management business?

The transition from being employed to building your own career in wealth management can feel daunting — but with the right support, it can be the most rewarding step you’ll ever take.

At 4life Wealth Management, we have a proven track record of helping advisers who once worked at places like Lloyds Banking Group, NatWest Group, and Skipton Building Society move from being “okay” advisers to truly great business owners.

✅ From structure and guidance
✅ To growth strategies and ongoing support
✅ To the confidence of knowing you’re not doing it alone

If you’ve ever thought about what your career could look like with the right backing, come and have a chat with us.

The next success story could be yours. 🚀

Contact our Operations Director Gary Nash (former financial adviser at Skipton Financial Services) on [email protected] or 07870415942 for an informal and confidential chat.

08/01/2026

We are delighted to share some exciting news: our team is moving to a new office from January 5th.

This relocation marks an important step forward for our company, and we are confident it will enhance the service and experience we provide to clients.

Our new office has been chosen with your comfort and convenience in mind. We will now benefit from multiple dedicated meeting rooms, allowing us to host your appointments in a more private, spacious, and comfortable setting. Of course, home visits and other meetings outside of the office are still very much part of our service.

In addition, the new site offers ample visitor parking right outside the front door, making your visits easier and stress-free. There is even the Palm Court café on site.

We are also pleased that the new environment will support improved staff wellbeing. Brighter spaces, better facilities, and a modern layout will help our team continue to deliver the high level of care, attention, and professionalism that you expect from us.

Please rest assured that while our premises are changing, our commitment to clients remain exactly the same. Clients can expect uninterrupted service and the continued support of the advisers and staff they know and trust.

Our phone number and email address will remain unchanged. Our new office, just a 15-minute walk from our current location, is:

Windsor House
Cornwall Road
Harrogate
HG1 2PW

Windsor House, one of Harrogate’s most recognisable landmark buildings was originally built in the early 1900s. It overlooks Harrogate’s picturesque Valley Gardens and has been recently revitalised through an extensive modern refurbishment. Windsor House blends historic character with contemporary workspace design and offers an impressive setting that reflects both our company’s heritage and our forward-looking vision.

We have planned our move carefully to minimise disruption, however, our office will be closed on Friday 2nd January, therefore if you have an urgent message, you can contact your adviser on their direct dial or email us on [email protected]. We will be fully operational from our new office from Monday 5th January.

18/08/2025

💡 Ever wondered how good financial advisers make the leap from employment to running a successful wealth management business?

The transition from being employed to building your own career in wealth management can feel daunting — but with the right support, it can be the most rewarding step you’ll ever take.

At 4life Wealth Management, we have a proven track record of helping advisers who once worked at places like Lloyds Banking Group, NatWest Group, and Skipton Building Society move from being “okay” advisers to truly great business owners.

✅ From structure and guidance
✅ To growth strategies and ongoing support
✅ To the confidence of knowing you’re not doing it alone

If you’ve ever thought about what your career could look like with the right backing, come and have a chat with us.

The next success story could be yours. 🚀

Contact our Operations Director Gary Nash (former financial adviser at Skipton Financial Services) on [email protected] or 07870415942 for an informal and confidential chat.

06/08/2025

This Sunday our Director Gary Nash and wealth manager Louise Newton have a stand at the Ripley Show.

The show is great day out, for more details click on the link https://www.ripleyshow.co.uk/

We really enjoy supporting the local community events and hopefully meet lots of existing clients and maybe new ones!

Come along and have a chat and enter our free raffle to win a luxury hamper. There are also free activates and treats for the young attendees!

You may even see our wealth manager on her horse (see pic) !

26/07/2025

We have a stand in support of the Birstwith Annual Village Show sp if you are around please come along and say hello. It is a great family day out.

18/06/2025

If you can sponsor the 4Life Wealth Management staff as we walk from our office in Harrogate via the Harrogate Nidderdale Greenway to Henshaw's Arts and Crafts Centre, please click on the link below. Thank you.

henshaws.enthuse.com/pf/4life-wealth-management

Henshaws Hundreds has officially started... Are you taking part?

Supporters across the country are already walking, baking, dancing and pedalling their way through their personal challenges, all to raise £100 for people living with sight loss and other disabilities.

But don’t worry if you haven’t signed up yet... It’s not too late to get involved! You can complete your challenge any time in June 2025.

Whether you’re walking, baking, gaming, crafting, performing, or gathering friends and family, Henshaws Hundreds is all about doing something you love to help change lives.

Last year, our amazing community raised over £36,000. Let’s go even bigger in 2025!

To join us, select 'start fundraising' on the following webpage: https://henshaws.enthuse.com/cf/henshaws-hundreds-2025

19/03/2025

It was lovely to meet Debby Lennox at Dementia Forward last week to discuss the great work they are doing for our local community and to see the brochure packs they have created. The packs contain all the useful information for people who want to know more about what support is available for people with Dementia.

4Life Wealth Management were delighted to support the costs of these through a St. James’s Place Foundation grant.

Don't they look fab?

They have already had 1000 enquiries!

The picture is Debby Lennox with our SOLLA qualified (Society of Later Life Advisers) Adams, CFP™️ Chartered MCSI, FRM holding the new folder.