Silver Oak Financial Solutions

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

Sam Griffiths, Business Transition Process Manager

Sam is tasked with the implementation of St. James's Place processes which will enable a Partner to deliver their business objectives following our Standards of Advice and Standards of Documentation. He is also responsible for aiding the execution of St. James's Place business submission for Partners and back office staff. Sam will also ensure that the appropriate processes are in place within a Practice, Introduce and encourage Partners to understand and embrace all the services available to them, including in-house experts, IT systems, and sources of expertise in Head Office and the Field from which they might benefit. Sam’s role is to help Partners develop their network of contacts and understanding of the Company infrastructure and services.

Andrew Haigh, Partnership Development Manager - Transition

Andrew has over 35 years experience in financial services both as technical support to advisers and as an adviser himself. He was National Development Manager for AXA/PPP specialising in the Long Term Care (LTC) market and was responsible for expanding advisers understanding of the complexities of this market, working together with specialist solicitors to put a detailed program of training in place nationally. More recently he has been active in the Corporate Market acting as the specialist in all aspects of company share protection, keyman cover and pensions advice. The broad spectrum of experience and knowledge has helped Andrew formulate financial solutions to a wide variety of circumstances and problems. Currently he works together with Partners at St. James’s Place to ensure that the client receives the most appropriate advice for their current situation and future aspirations.