Nick Clegg joined St. James's Place Wealth Management in 2010. He operates from our offices in a converted mill just outside the village of Bishops Waltham, covering the whole of the South Coast of England, including the Isle of Wight. Nick has established a successful Practice whereby the majority of new clients are introduced by satisfied existing ones.
Prior to joining St. James's Place Wealth Management Nick spent five years at Barclays – as a branch manager for two years and as a financial planner for a further three years. Before joining financial services, he enjoyed a long career in convenience retail management.
Nick is very proud to have achieved Chartered Financial Planner Status and to have become a Fellow.
Nick is married to Zoe and lives in Fareham, having grown up in Southampton. In his spare time Nick enjoys football, cycling and running. He also loves cooking and trying his hand at different recipes to try and improve.
Vicky has a long career within the financial services sector where she has gained a wealth of experience in providing excellent administration and customer support services to clients. If you need help with anything at all and aren’t sure where to go or who to ask, please call Vicky who will be delighted to assist. Vicky lives in Southampton with her husband and family and very much enjoys being involved in the running of her son’s local youth football club.
Chune joined the St. James’s Place Academy at the beginning of 2016 and joins the team as an adviser to help with the increase in demand for professional financial planning. Chune lives in Woodley, a village just outside Reading, and will service clients within the City of London and throughout the South of England.
Prior to joining St. James's Place Wealth Management, Chune had a long Marketing career in the fast-moving consumer goods industry, understanding consumer needs and developing products and brands to meet those needs. After taking a career break to spend more time with her family, Chune decided to diversify into financial services.
Chune is married to Yingjie with two children Garth and Sophie. Outside of work she enjoys aerobics and Pilates. One of her spare time passions is teaching Mandarin to her own and friends' children.
Chris is an expert in Financial Planning and works with Individuals, families and small businesses. He is passionate about helping people develop financial plans, strategies and structures to ensure they meet their financial goals, hopes, dreams and aspirations. Chris mostly works with people that are introduced to him by satisfied existing clients and prides himself on taking them from a position of uncertainty and worry, to a place of clarity and financial freedom.
Chris is hugely experienced, highly personable and has also enjoyed a successful career in business. He lives in Surrey but works all over the South East of England and London. Chris is a very keen athlete, playing all kinds of different sports, as well as an accomplished musician.
Lesley joins the Practice having spent her career to date in the financial sector and is no stranger to providing first-rate customer service.
Lesley lives locally with her family and is very much involved in her community as a local Parish Councillor and also assists with the Scout Group in her village.
Val has spent much of her career to date in administration and management, together with bookkeeping and accountancy roles.
She also started and ran a children’s books business for ten years. She enjoyed the books a great deal, along with the interaction with children and schools.
Val enjoys cooking, walking the family dog, spending time in the garden and reading. She lives with her partner in south Hampshire.