Senior Partner Practice of
St. James's Place Wealth Management

Iain Mcleod BSc (Hons), FPFS, Cert CII (MP), TEP, Private Client Consultant

Iain joined St. James’s Place in 2014 having held previously specialist positions within the private banking sector. He is now part of the St. James’s Place Private Clients team as a specialist in the areas of trusts, estates, and family wealth planning. Iain has a keen interest in investment markets and the factors that influence the world of investing. Iain attends meetings and presents at several seminars providing invaluable guidance to help clients protect their wealth and grow it for the future in the most tax efficient manner.

Simon Martin FPFS, Cert CII (MP & ER), Tax and Trusts Specialist

Simon is a Chartered Financial Planner and Fellow of the Personal Finance Society. Specialising in financial planning advice to small business owners along with inheritance tax, trusts and estates, Simon has a number of years’ experience assisting financial planners in a technical capacity.

In addition to giving presentations to advisers and answering queries on complex technical issues, Simon writes regular blogs and articles and comments in industry articles on topical issues.

Trusts are not regulated by the Financial Conduct Authority.