Financial planning solutions from expert financial advisers. St. James's Place offers effective wealth management and financial planning advice to individuals, trustees and businesses. Find out more about investing with St. James’s Place. 

Finance

St. James’s Place Wealth Management

St. James’s Place Wealth Management's headquarters in United Kingdom

Mark Fitzpatrick

Alex Hall

Penny Lucas

Justine Sear

Claire Milner

Ian Mackenzie

Liz Kelly

Iain Rayner

Lesley-Ann Nash

Rosemary Hilary

Paul Manduca

Mark Weinberg

Emma Griffin

John Hitchins

The Operations and Project Management team at St. James's Place Wealth Management is responsible for streamlining processes and enhancing efficiency across the organization. They oversee project initiatives, manage operational workflows, and ensure the successful delivery of financial services projects, focusing on continuous improvement and effective business partnering to support the company's strategic objectives.

Operations and Project Management

The Leadership Team at St. James's Place Wealth Management collaborates to set strategic direction, oversee operational efficiency, and ensure the delivery of high-quality financial planning solutions. Comprised of senior executives and principal advisers, this team focuses on fostering innovation, managing risk, and enhancing client relationships to drive the company's vision and growth in wealth management.

Leadership Team

The Business Development and Client Relations team at St. James’s Place Wealth Management focuses on expanding the company’s network of partnerships and enhancing client relationships. They identify new business opportunities, recruit and support financial advisers, and ensure exceptional service delivery to clients, fostering long-term loyalty and satisfaction in wealth management solutions.

Business Development and Client Relations

The Investment and Analysis team at St. James’s Place Wealth Management focuses on developing and enhancing investment strategies to optimize client wealth. Comprising experts in investment analysis, actuarial services, and portfolio management, the team conducts in-depth market research, evaluates investment performance, and provides insights to inform strategic decision-making, ensuring clients receive tailored financial solutions that align with their goals.

Investment and Analysis

The Finance and Compliance team at St. James’s Place Wealth Management is responsible for ensuring the organization's financial integrity and regulatory adherence. They oversee risk management, financial reporting, and compliance processes while providing training and assurance on financial practices. This team plays a critical role in safeguarding the company's reputation and maintaining client trust through meticulous oversight and strategic financial planning.

Finance and Compliance

The Marketing and Communication team at St. James’s Place Wealth Management is responsible for developing and executing strategies to promote the company’s financial planning solutions and enhance its brand presence. This team oversees media relations, coordinates partnership events, and manages marketing performance, ensuring effective communication with clients and stakeholders to drive engagement and support business growth.

St. James’s Place Wealth Management

Org chart

Board & advisors

Teams

Operations and Project Management

Leadership Team

Business Development and Client Relations

Investment and Analysis

Finance and Compliance

Marketing and Communication

Offices

St. James’s Place Wealth Management

Org chart

Board & advisors

Teams

Operations and Project Management

Leadership Team

Business Development and Client Relations

Investment and Analysis

Finance and Compliance

Marketing and Communication

Offices

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