Associate 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 Fiona to spend quality time with her clients, whilst I write her reports and support her with research.

In my spare time, Tom my Partner and I very much enjoy weekends away and holidays and plan to visit China in 2020.

Living in Wales, we are fortunate to be able to enjoy walking of 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.