William Pitman
DipPFS
I am a Senior Partner based at the Knightsbridge office of St. James's Place.
I manage a bespoke business providing integrated and ongoing financial advice to a select group of high net worth clients and their families and also to trustees and businesses.
About
I have worked in the financial services industry for over 25 years. I spent the first part of my career employed as an institutional fund manager, working first at Cazenove & Co and latterly for Henderson Global Investors, where I had responsibility for in excess of US$1bn worth of funds invested in the Asia-Pacific region.
I joined St. James's Place as a Partner in 2006. I have built up a select list of clients – encompassing individuals, families, trustees and businesses – which I advise broadly in respect of their finances. I work closely with existing advisers such as accountants and solicitors.
In addition to my prior stockbroking and asset management responsibilities, I am qualified as an financial adviser. I am a Member of the Personal Finance Society by Diploma, a Member of the Chartered Institute for Securities & Investment by Diploma and have a degree in Economics from the University of Exeter.
I live in Wiltshire and am married with four sons.
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.
