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

Adam Claridge

Adam has been providing clients with personal financial planning and wealth management advice for over 20 years. In addition to providing comprehensive financial and investment planning solutions, Adam specialises in advice for Trustees and is a fully licensed consultant for clients requiring assistance with Long Term Care (which includes access to specialist legal and care consultants if and when required).



Robert McKenzie

Rob has worked in the financial services sector for over 20 years and believes that building and maintaining a trusting relationship with his clients is key to delivering a continuing, successful partnership. Rob has experience dealing with both private and business clients.

Rob is fully licensed to advise UK Ex-pats moving to or already living in Spain with their investment needs and has access to the St. James's Place Spanish International Investment Bond which complies with Spanish taxation rules and can offer a fully diverse fund range for his clients.



Sharon Bassett

Sharon has worked in financial services for 14 years with experience in all areas of financial planning. Sharon looks to nurture a long term relationship with her clients and their families by building a strong bond and trust. Sharon believes by taking time to get to know her clients and their needs through regular face to face meetings, she is able to recommend a bespoke solution. A continued review service ensures they remain on track to achieve their financial objectives.

Sharon has achieved the new Financial Conduct Authority level 4 diploma qualification so that she can continue to deliver high quality advice for the long term.



Nic Olsen

Nic joined St. James's Place Wealth Management in 1998. Previously he was a Stockbroker and IFA running for 10 years a branch of one of the UKs largest Wealth Management companies.

Nic has qualified as a Stockbroker, holds the full Advanced Financial Planning Certificate from the Chartered Insurance Institute and he is a licensed Trust and Estate Practitioner.



Alex Cave

Alex has more than 15 years industry experience working for leading financial names with a broad experience of dealing with all areas of financial planning for both private and business clients. He offers a service driven financial advice proposition which crucially include regular reviews.

Alex has achieved the new Financial Conduct Authority level 4 diploma qualification so that he can continue to deliver high quality advice for the long term.



Amardeep Chabra (Bittu)

Bittu has over 20 years experience working for industry leading names in financial services, providing guidance to professionals, high net worth individuals, business owners, and retirees to help them meet their financial objectives.

His primary focus is to develop long-term relationships by providing trusted financial advice, enabling his clients to make informed decisions that will benefit their financial future.

Bittu has a Masters in Business Administration and the new Financial Conduct Authority Level 4 Diploma qualification so that he can continue to deliver high quality advice.