IFS Wealth Managers

Partner Practice of St. James's Place Wealth Management

Obi Nnochiri, Private Client Consultant

Obi Nnochiri is a Chartered Tax Adviser and Head of Division in the Partner Consultancy Team.

He is primarily responsible for providing technical and business support directly to the Partnership and advising high net worth clients and business owners on Tax and Trust & Estate Planning matters. His expertise is paramount to the development of our relationships with many high net worth clients. Obi regularly speaks at client events and seminars and is a former speaker at the Investors Chronicle bi-annual road show.

Obi has a wealth of experience in the areas of Tax, Trusts & Trust Planning. An alumni of University College London (UCL), Obi graduated with a Master’s degree in tax law.

Having qualified as a Chartered Tax Adviser with professional services firm Andersen, with whom he worked for 12 years, Obi decided to broaden his professional experience with a move to Ernst & Young’s Entrepreneur tax advisory team in 2000, before joining St. James's Place in 2002.

He is an associate member of the Chartered Institute of Tax (CIOT) and a member of the Personal Finance Society through which he holds the CII Diploma in Financial Planning (DipPFS).

Trusts are not regulated by the Financial Conduct Authority.

Tel: 01285 640302
Mobile: 07785 263940

Gavin McGhee, Senior Investment Consultant

As a Senior Investment Consultant, Gavin aims to bridge the gap between the St. James’s Place Partnership and those behind the scenes responsible for steering our distinctive approach to investment management, namely the Investment Committee and our range of hand-picked investment managers.

He joined St. James’s Place Wealth Management in 2001 and has worked within the financial services profession since 1995, providing guidance and support to professional advisers, specialising in the investment arena.

His expertise, experience and skill as a public speaker have all contributed to the retention of our existing clients through reassurance and guidance, as well as supporting the growth of our business and attracting new clients.

Tel: 01285 640302
Mobile: 07786 462868
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Andrew Stokes, Head of Pensions

Andrew has been working in Financial Services since 1986 and has specialised in retirement planning since 1988. He is currently Head of Pensions at St. James's Place, where he has been working since 1994. Andrew has qualified as an Associate of the Pensions Management Institute and as a Chartered Financial Planner. He provides us with technical expertise and support and his expertise forms a key part of the development of our relationships with many High Net Worth clients. Andrew can also be involved in meetings with Individuals and Business Owners who have complex retirement planning situations or needs.

Jon Ellis, Senior Partner Development Manager

Jon is employed by St. James's Place and works as a Senior Partner Development Manager. He has worked in the Financial Services sector since 1991 across all sectors of Wealth Management. He has advised and guided various businesses to develop their customer service proposition. Therefore, Jon's experience has proven to be extremely beneficial through the strategies we adopt for the benefit of our clients.