Obi Nnochiri, Head of Private Client Technical 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, Divisional Director - Private Client
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 UK resident 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.
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 through Rowan Dartington and any income generated may fall as well as rise. You may get back less than the amount invested.