Meet the Team

With more than 22 years of experience in the financial industry, please meet our team.

Samuel Baptiste
Samuel BaptistePrincipal & Founder
Samuel is the Principal and Founder of Belmont Wealth Management. He brings over 25 years’ experience working within the financial industry, spending the last 18 years as a financial advisor providing bespoke wealth management plans for private clients from a diverse profession background.
Samuel’s experience has helped him to understand the needs and goals of his clients.
“Each of my client’s needs are different and with this in mind I build bespoke financial plans which are regularly reviewed updated to cater for their changing needs. I provide a wide range of wealth management services with an emphasis on maintaining a strong, long-term relationship providing them with a source of trusted advice as their financial needs evolve over time”.
“As an adviser, I provide a wide range of wealth management services to individuals and businesses. My emphasis is on maintaining a strong, long-term relationship with my clients providing them with a source of trusted advice as their financial needs evolve over time”.
In my spare time I enjoy travelling, running and cycling through Essex and I am a long suffering Tottenham Hotspur season ticket holder.
Claire Baxter
Claire BaxterPractice Manager
I’m a successful, focused and structured Practice Manager. A natural organiser with the ability to influence, inspire and motivate others. I enjoy building relationships with the clients to enhance their experience with the Practice. In my personal time I enjoy spending time with family and friends, travelling and reading. I also have a passion for food and enjoy both cooking at home and eating out.

Lets have a chat

Find out how we can help you by booking a 15 minute meeting, which will take you directly to our calendar.

Your Partner, together with St. James’s Place Wealth Management plc, are the data controllers of any personal data you provide and any further information which you subsequently provide to us. For further information on our uses of your personal data, please see the Partner’s privacy policy which can be accessed on their website and St. James’s Place Wealth Management plc’s privacy policy which can be accessed at www.sjp.co.uk/privacy.