Simon Jalie
MA (Oxon), ACSI
London-based adviser. Providing expert financial advice to help grow and protect wealth in a tax efficient manner.
Simon qualified as a financial adviser in 2021, having previously worked in private wealth and asset management for a family office in Mayfair. In January 2022, he joined Pinnacle Wealth Management where he worked closely with Senior Partner, Alex Pickersgill, before moving across with him to AP Partners to embark on a new adventure within the St. James's Place family.
Simon is a firm believer that positive client outcomes are predicated on intimate adviser-client relationships. Focusing on building trust and understanding, he prides himself on empathising with his clients’ needs, allowing him to design efficient bespoke solutions. He is dedicated to empowering his clients financially and helping them to achieve the freedom and choices their hard work deserves.
Away from work, Simon is a devoted family man, but he takes great pains to prevent that devotion from standing in the way of his enthusiastic indulgence of wine, football and chess.
Testimonials
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.
