BUSINESS SUPPORT

We’ve teamed up with a variety of experts to deliver the very best service. Learn more about how they provide additional support.

As a Member of the St. James’s Place Partnership, Ubuntu have access to a number of key individuals within the St. James’s Place Wealth Management Group who play an important role in providing support to our team and helping to provide the very best service to our clients. You can learn more about these individuals below.

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Chris Cahill

Head of Private Client Consultancy North and Central

Chris Cahill has over 16 years of experience within the Industry, working within a brokerage and a major life office before joining St. James’s Place in 2012 to work as a Wealth Management Consultant. Chris is a Fellow of the PFS and holds Chartered Financial Planner status with additional qualifications in Long Term Care.

Karen Smith

External Paraplanner

Karen has worked with St. James’s Place since October 2013 and currently provides paraplanning support to Ubuntu Wealth Management. She has extensive knowledge on all financial products, specialising in all aspects of paraplanning; liaising with companies, analysing data and producing detailed recommendation reports ensuring that it meets our high compliance standards at all times.

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