Partner Practice of
St. James's Place Wealth Management

Gavin McGhee, Asset Management Consultant

Gavin has worked in the Asset Management Division of St. James's Place for many years and frequently gets involved in liaising directly with Fund Managers and observing Investment Committee Meetings. His experience and ability is truly impressive and he has worked with many of our clients who have significant wealth to help develop excellent portfolios. We consider Gavin to be a significant asset to our business in his role as a Consultant to Bridgewater Chartered Financial Planners.

John Ronan, Business Development Manager

John is employed by St. James’s Place and works as a Business Consultant for Bridgewater Chartered Financial Planners. He has many years of experience in developing Wealth Management Businesses and his wisdom has therefore proven to be extremely beneficial through the strategies we adopt to service our clients.

We consistently review all aspects of our business including the following:

  • Client Servicing Programmes
  • Staff Development
  • Infra Structure Development
  • Client Acquisition Strategies
  • The development of our relationship with existing clients through ongoing reviews and initiations to a variety of Wealth Management Events

Obi Nnochiri, Head of Tax & Technical Support

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.

Trusts are not regulated by the Financial Conduct Authority