Xavier Perez


Xavier started his career in the financial industry back in 2015 as a Trainee Paraplanner, spending a total of 5 years with St. James’s Place practices. In that time Xavier has achieved his Diploma in Regulated Financial Planning and is currently studying towards Chartered status.

Starting at Wingate in August 2020, Xavier now provides paraplanning support to the practice and brings many years’ experience of working across large and small companies.

Xavier is committed to providing an excellent level of service. Outside of work, Xavier enjoys dancing salsa and keeping active with various outdoor activities.

Are you ready to make informed decisions about your money?