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

Obi Nnochiri, Head of Division - Partner Consultancy

Obi has a wealth of experience in the areas of Tax & Trust* Planning and his expertise is therefore paramount to the development of our relationships with many High Net Worth Clients. Obi is involved in client meetings and provides technical expertise and support to Individuals and Business Owners who have the need to have the most sophisticated financial planning. We have added significant value to many clients through working together with important aspects of the St. James's Place infra structure, namely people like Obi.

Obi is an associate member of the Chartered Institute of Tax (CIOT) and a member of the Personal Finance Society through which he holds the CII Diploma in Financial Planning( DipPFS).

*Trusts are not regulated by the Financial Conduct Authority



Alexandra Loydon, Head of Private Client Services

Alexandra is a private client lawyer and heads up Private Client Services at St. James's Place Wealth Management. Alex supports our Practice and assists us with advising high net worth UK and non-UK domiciled clients on a wide range of tax and estate planning issues, devising and advising upon structures to hold, protect and pass on the wealth of our clients and their families. She has particular experience of how this relates to their financial and investment planning and in dovetailing personal and business succession issues for business owners.

Alex is also a member of the Society and Trust and Estate Practitioners.



Steve Moy, Wealth Management Consultant

Steve is a Wealth Management consultant within St. James's Place. His main area of specialism is Pensions and he has worked in pretty much in all areas of pension planning from large corporate clients to individuals. He has presented to many of our clients over the years and is usually the key speaker at our Auto-Enrolment Seminars.

Steve holds both Chartered and Fellowship Status with the Chartered Insurance Institute (CII) and some of the qualifications he has include Advanced Tax and Trust, Advanced Pensions and G60.



Andrew Anderson-Dixon, Head of Private Client Advice

Andrew heads up the Private Client Advice team at St. James's Place. Their particular area of support and expertise in supporting my business is helping structure the advice on multi-million pound investments. He is involved in our meetings with High Net worth Individuals and his level of expertise is extremely beneficial when planning everything from investments, asset protection and tax and estate planning.

Andrew has worked in financial services for over 20 years he is a Chartered Financial Planner, a member of the Chartered Insurance Institute (CII) and a member of the Personal Finance Society.