Partner Practice of
St. James's Place Wealth Management

Ian Price, St. James's Place - Divisional Director of Pensions

Ian has worked in the Pension Industry for over 35 years and is a member of the Pension and Saving Committee at the ABI. He often comments and writes articles for the press on all areas of the Pensions Market and is responsible in making sure that Partners within St. James's Place are up to speed on all issues surrounding the Pensions Market.

Andrew Stokes, Head of Pensions

Andrew has worked in Financial Services for more than 30 years and has been specialising in pensions since 1988. He has qualified as an Associate of the Pensions Management Institute, is a Fellow of the Professional Finance Society and a Chartered Financial Planner. He provides technical expertise and support on all retirement planning matters.

Gavin McGhee, Private Client Consultant

Gavin joined St. James's Place Wealth Management in 2001 working as part of the Investment Management Division supporting the Partnership and their clients to maximise the benefits of our distinctive approach to investment management.

Over the last 15 years Gavin has continued to offer bespoke consultancy to Partners and their clients to help them navigate the world of financial planning, specialising in Wealth & Estate solutions. Recognised as being able to convey complex ideas & concepts clearly & succinctly he is highly valued for his seminar speaking and one to one meetings.

As part of the Private Client Division Gavin now focuses on supporting the Partnership to acquire new and retain existing Private Clients through building strong client centred relationships. A highly sought after wealth management professional who is ready to help you grow your business.

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.

Alexandra Loydon, Head of Private Client Proposition

Alexandra is the head of Private Client Proposition at St. James's Place Wealth Management. She is a Private client lawyer and assists with advising high net worth UK and non-UK domiciled clients on a wide range of tax and estate planning issues. She is highly experienced in advising upon the structures to hold, protect and pass on wealth. She has particular experience in integrating personal and business succession issues for business owners.

Alex is also a member of the STEP, The Society of Trust and Estate Practitioners and manages the St. James’s Place Philanthropy Service.

Sue Lynch, Director of Jarosmith Paraplanners

With over 10 years’ experience working with St. James’s Place in paraplanning, Sue is a valued Business associate, analysing pensions and preparing comprehensive and informative client reports for specialist pension replacement cases.

Jarosmith Paraplanners and St. James's Place Wealth Management are separate and distinct companies and do not work in legal partnership with each other.