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 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.



Sharon Bassett

Sharon has worked in financial services for 19 years with experience in all areas of financial planning. She is proud to have been awarded the prestigious Chartered Financial Planner designation by the Chartered Insurance Institute (CII). Sharon has achieved the highest accolade by the CII of Fellowship. This award demonstrates that she has satisfied rigorous criteria relating to professional qualifications and ethical good practice so you can be confident that you are dealing with one of the UK's leading financial planners, who is wholly committed to providing you with the best possible advice, service and support.

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 helps them remain on track to achieve their financial objectives.

Sharon is a fully licensed consultant for clients requiring assistance with Long Term Care and is able to provide her clients with the best advice possible when it comes to planning for a loved one’s long term care.



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 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 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 level 4 diploma qualification so that he can continue to deliver high quality advice for the long term.