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

Clare James, Paraplanner

I have worked in financial services for the past 20 years. I have experienced various advisory roles as a Financial Planning Manager and Mortgage and Protection Manager for HSBC, an Independent Financial Adviser and a Mortgage Broker. I provided advice to personal high net worth clients, commercial and corporate clients alike.

More recently in October 2017, I transferred my skills to become a Paraplanner to support Partners of St. James’s Place to enable advisers like Adrian to spend quality time with their clients, whilst I write his client reports and support him with research.

In my spare time, Tom my partner and I very much enjoy weekends away and love holidaying and have planned a trip to China.

Living in Wales, we are fortunate to be able to enjoy walking the glorious Welsh Coast accompanied by our Cavapoo Holly.

I support my niece who is visually impaired, as her ski guide dry slope skiing, at our local slopes at Pembrey country park.

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