Senior Partner Practice of
St. James's Place Wealth Management

Simon Wyatt BSc (Hons) Dip FPFS, Chartered MCSI,
Chartered Financial Planner

Simon joined the industry in 1998 working for Black Horse Life. He worked for a few National IFA firms before buying into a practice in Cardiff as a director. Here he studied for his Chartered Financial Planner and Certified Financial Planner (now Chartered MCSI) qualifications becoming one of a relatively small number of individuals in the UK to hold both qualifications. In 2009 St. James’s Place approached him to join the company and Simon Wyatt Financial Planning was established in April 2009. Simon is regarded as an expert in complex pension (SIPP and SSAS) advice along with being consulted by other St. James’s Place Partners on Inheritance Tax Planning and pension matters. In 2009 he was also awarded the Fellowship of the Personal Financial Society. In his life away from the business he is an avid rugby fan, and keen supporter of the Llanelli Scarlets, and enjoys spending time with his two young daughters.

Peter Hudson DipPFS, Adviser

Peter joined the Practice in September 2013, qualifying as an adviser via the St. James’s Place Academy. He is currently studying further with the aim of attaining Chartered status himself, but now he is qualified he is enjoying being able to put his studies into practice while building relationships with clients.

His previous 28 years in education as a vice principal and mathematics teacher help bring a calming and reassuring approach to clients on a one-to-one basis. While this has been a big change in direction for Peter, he is relishing the new challenge and brings a good balance to the team. Working alongside his wife Jayne has been an added positive of his new role. Peter enjoys watching sport, especially rugby & basketball and is a keen gardener in his spare time.

Support Team

Simon, Peter and Douglas are supported by Nancy, Jayne, Lisa and Claire, who between them have over 100 years’ experience within the financial services industry.

They are here to take your calls and help you with any enquiries you may have, and they enjoy getting to know our clients.