As a Member of St. James's Place Wealth Management, we have access to a number of key individuals including those on this page, who play an important role in providing support to Grovewood Wealth Management Ltd.
Obi Nnochiri - Head of Tax & Technical Support
Obi has a wealth of experience in the areas of Tax & Trust* Planning and his expertise is therefore paramount to the development of our relationships with many High Net Worth Clients. Obi is involved in client meetings and provides technical expertise and support to Individuals and Business Owners who have the need to have the most sophisticated financial planning. We have added significant value to many clients through working together with important aspects of the St. James’s Place infra structure, namely people like Obi.
*Trusts are not regulated by the Financial Conduct Authority.
Kim Lee - Paraplanner
Kim grew up in Australia where she earned a Justice of Law and Criminal Studies degree from Griffith University in Queensland. She then left to travel the world before settling in the UK, using this as a base for work and travel.
She embarked on a career in Financial Services, specialising in Investment Management and Financial Advice. Kim has achieved Diploma status, IMC part 1 and is currently studying IMC part 2.
Kim works for another St. James's Place Practice, but started assisting Grovewood Wealth Management in May 2019 as a paraplanner.
In her spare time, Kim loves to travel far and wide including regular trips home to visit family and friends in Australia and New Zealand.