Oliver Chessis
CISI Level 4 Diploma in Retail Advice & Planning, CISI Level 4 Diploma in Securities
Oliver Chessis brings over 15 years of financial services experience. Before joining St. James's Place, he worked as Private Banking Director (Sports and Entertainment) at Metro Bank, and a Wealth Manager at EFG Private Bank and RBC Wealth Management. St James's Place is where he specialised in holistic wealth planning, tax-efficient solutions, retirement planning, estate planning, and educational fee strategies.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
