Adam has been providing clients with personal financial planning and wealth management advice for 30 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 and an accredited adviser with SOLLA - the Society of Later Life Advisers.
Rob has worked in the financial services sector for over 30 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 through 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.
Nic’s clients refer to him as their ‘Trusted Adviser’ on financial matters.
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 UK’s 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 having joined us back in 2014, has more than 20 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 includes regular reviews.
Alex has been with St. James’s Place since September 2011.
Alex has achieved the level 4 Diploma qualification so that he can continue to deliver high quality advice for the long term.
Sara-Jane has worked in financial services for 5 years and has been with Throgmorton Associates Wealth Management Limited for over 2 years.
Sara-Jane holds the level 4 Diploma qualification and is working towards Chartered Financial Planner status to enrich the advice that she provides to her clients.
Sara-Jane is looking forward to developing and maintaining long-term relationships with her clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
Tim has over 15 years experience in the financial services industry, providing holistic financial advice and planning to clients of all backgrounds to help them achieve their individual goals.
Tim believes building and maintaining good, open and honest long term relationships with clients through regular face to face meetings is the key to providing both beneficial service and advice.
Tim has achieved the level 4 Diploma qualification and is committed to increase his professional qualifications by working towards Chartered Financial Planner status to allow him to continue to deliver high quality advice.