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.
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 Oakmere Wealth Management Ltd.