Team Category: External team

Charlie provides bespoke and holistic wealth management advice that builds financial confidence for the long term.

His ambition is to become a trusted adviser for life, as guiding clients to identify and prioritise their financial goals, create suitable plans to realise their unique objectives, then implement those plans, reviewing and progressing throughout their lifetime.

Charlie began his career in marketing, before joining St. James’s Place as a financial adviser in 2022.

• Diploma in Regulated Financial Planning (DipFA)

• BA in Marketing and Management from Newcastle University

Jason helps individuals with tax planning, investment planning, retirement planning and protection, as well as business owners with key person and shareholder protection, provision of employee benefits, and tax efficient profit extraction.

Jason has been with St. James’s Place since 2019, prior to which he was a chartered accountant with two decades’ experience in the financial sector, predominantly in hedge funds.

• Chartered Accountant

• Degree in Accounting and Finance from University of Leeds

Alexander helps individuals with a comprehensive financial planning service, that seeks to gain a strong understanding of where clients are currently, where they want to be in the future and, most importantly, why they want to be there.

Alexander has a decade’s experience in financial planning, joining St. James’s Place in 2021.

• Level 4 Diploma for Financial Advisers (DipFA)

• BA in Sociology from University of Exeter