VT Wealth Management Ltd

Partner Practice of St. James's Place Wealth Management

Peter Roper, Investment Manager,
Rowan Dartington

Peter is an Investment Manager with Rowan Dartington, the discretionary fund management and stockbroking firm owned by St. James’s Place. Now living in the Scottish Borders with his family, Peter has worked in the financial services and investment industry for over 28 years, specialising in the investment and wealth management sectors.

Before joining Rowan Dartington in 2016 as an Investment Manager based in the Edinburgh office, Peter held senior investment management roles in Scotland for specialist companies within the industry including Close Brothers, Deutsche Bank, Tilney and the Private Bank of RBS. Peter’s experience and qualifications have been recognised by the Chartered Institute for Securities and Investment (CISI) by being made a Chartered Fellow of the Securities Institute (FCSI) and a Chartered Wealth Manager.

Peter provides specialist advice to the clients of St. James’s Place Wealth Management on the creation, restructuring and management of share portfolios. Working closely with VT Wealth Management Ltd, he is able to jointly advise on personal, pension and trust portfolios in a variety of tax efficient investment vehicles. Rowan Dartington also offers St. James’s Place clients a range of stockbroking services from an execution only dealing service to a full advisory management service.

The value of shares and the income from them can fall as well as rise and investors may get back less than they originally invested.

The tax treatment of investments depends on each individual's circumstances and is subject to changes in tax legislation.

Rachael MacIntyre, Paraplanner

Rachael is an experienced paraplanner and holds the Diploma in Regulated Financial Planning. She is a St. James's Place Accredited Paraplanner and has nearly 20 years of experience in the financial sector both as an adviser and latterly as a paraplanner. She helps us with research and report writing and has in-depth knowledge and experience of the St. James's Place business.

Rachael enjoys the great outdoors, skiing and running.