Partner Practice of
St. James's Place Wealth Management
 

Alexandra Loydon,
Head of Private Client Proposition

Alexandra is a Divisional Director within the Private Client Division at St. James's Place. She is a Private client Lawyer and assists with advising high net worth UK and non-UK domiciled clients on a wide range of tax and estate planning issues.

She is highly experienced in advising upon the structures to hold, protect and pass on wealth. She has particular experience in integrating personal and business succession issues for business owners and also has responsibility for our Philanthropy Team.

Alex is a member of STEP, The Society of Trust and Estate Practitioners.

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Andrew Anderson Dixon,
Head of Private Client Advice

Andrew is the Head of Private Client Advice at St. James's Place. Andrew is highly skilled in wealth management, inheritance tax and estate planning, tax mitigation, retirement planning and working with owner managed businesses and entrepreneurs.

As head of Private Client Advice, he runs a substantial team of financial planning consultants all of whom work closely with clients. Andrew has over 30 years experience in private client and corporate financial services most recently joining St. James's Place in 2005 from Barclays.

Andrew is a Fellow of the Chartered Insurance Institute and the Personal Finance Society.

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Gavin McGee,
Wealth Management Consultant

Gavin joined St. James's Place Wealth Management in 2001 working as part of the Investment Management Division supporting the Partnership and their clients to maximise the benefits of our distinctive approach to investment management.

Over the last 15 years Gavin has continued to offer bespoke consultancy to Partners and their clients to help them navigate the world of financial planning, specialising in Wealth & Estate solutions. Recognised as being able to convey complex ideas & concepts clearly & succinctly he is highly valued for his seminar speaking and one to one meetings.

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Simon Wilkins,
Head of Consultancy

Simon is the Head of Consultancy in the Private Client Division of St. James's Place where he has a key focus on delivering specialist consultancy solutions to wealthy families with complex affairs. Simon has over 30 years finance experience including working as an adviser in the high net worth and corporate markets before specialising in technical and skills development.

Simon Joined St. James's Place Wealth Management in 2013 from Zurich Financial Services where he was responsible for leading the Protection Marketing Team and providing technical expertise to a range of adviser networks.

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Alex Philipson Chartered MCSI,
Portfolio Manager at Rowan Dartington

Alex has over 21 years’ experience managing portfolios for private clients and their associated accounts.

He is a Chartered Member of the Institute for Securities and Investment.

Prior to joining Rowan Dartington*, Alex was a Partner of Cheviot Partners LLP, where he was responsible for assets of £125m. Alex joined Rowan Dartington* in 2016.

He is a keen sportsman and an avid follower of the sporting world.

Mobile: 07738 836882
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James Mallinson Chartered MCSI,
Senior Partnership Development Manager at St. James's Place

James works as part of the central management team for St. James's Place and their advisory & wealth managers around London. With a career spanning nearly 20 years in financial services, James started out in business development before starting his own IFA firm where he worked with HNW clients ranging from legal professionals to professional footballers and entrepreneurs.

He then joined a FTSE 250 DFM and was promoted through the firm to business development director and then to acquisitions & integration director. James is a Chartered MCSI and contributes to the CISI’s examination panel.

James built up about 150 of his own clients and £100m of AUM whilst working at the DFM and has a wealth of experience in dealing with professional intermediaries & complex client circumstances.

Tel: 07785 558440
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