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.

Richard Leeson DipPFS, Wealth Management Consultant

Richard Leeson is part of the Partner Consultancy team, specialising in estate planning and private wealth investments. He has over 35 years’ professional experience, working within major life offices, as an expert witness, and now as a Wealth Management Consultant with St. James’s Place.

His role means that he works closely with our Investment Managers and Investment Committee as well as the St. James’s Place Partnership and their clients, enabling him to provide a holistic assistance to wealth management issues.

Richard is DipPFS qualified and is currently working towards Chartered status.

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.

Peter Roper, Investment Manager, Rowan Dartington

Peter is an Investment Manager with Rowan Dartington, the discretionary fund management and stockbroking firm owned by St. James’s Place. Peter provides specialist advice to the clients of St. James’s Place on the creation, restructuring and management of share portfolios. Working closely with the St. James’s Place Partner, we manage personal, pension and trust* portfolios in a variety of tax efficient investment vehicles. Rowan Dartington also offers St. James’s Place clients a range of stockbroking services from an execution only dealing service to a full advisory management service.

Peter’s experience and qualifications have been recognised by the Chartered Institute for Securities and Investment (CISI) by being made a Chartered Fellow of the Securities Institute (FCSI).

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

*Trusts are not regulated by the Financial Conduct Authority.