About Us

The world of financial advice has changed significantly. This will continue at a pace.

 

SaSo is borne out of experience, relationships and client service.

Our local and personal relationships with clients are at the heart of everything we do.

SaSo provides strategic financial advice to private clients, and Trustees, predominantly resident in the Channel Islands through our full wealth management service.  Our people have many years of experience providing these services within small and large organisations around the world.

 

We are passionate about helping and guiding our clients to achieve their long-term financial ambitions.

Mission Statement:

To deliver excellent financial outcomes for our clients.

 

Vision Statement:

Our Vision is to be the leading technology-led independent financial advisory practice in the Channel Islands where individuals can build long-term relationships with SaSo to deliver and execute their long-term financial goals.

Meeku-Patidar-SaSo_edited.jpg

Sachin Meeku Patidar

Chief Executive Officer

meeku.patidar@sasostrategic.com

Tel: 01534 488771 • Mobile: 07797 721310

Connect with Meeku on LinkedIn

Meeku Patidar founded SaSo in 2017 with the name inspired by his family. He was born in Zambia, Africa and educated in the UK. For the past 20 years he, and his family, have lived and worked in Jersey.

 

Meeku is our CEO responsible for developing the long-term strategy for SaSo and supporting our Management team in the business development, finance, operations and risk and governance of SaSo as well as managing client relationships in Jersey. Over the years he has created deep relationships with private clients and professionals in the Channel Islands and has extensive experience of owning, managing and operating regulated financial advisory-led organisations having done so since starting in private practice in 2006. Through this time, he has been involved with acquisitions on both sides which has helped frame SaSo to build towards a progressive, relationship-led and dynamic business. 

 

Meeku is a Certified Financial Planner (Level 7) and Chartered Wealth Manager (Level 6) with the Chartered Institute for Securities and Investments, as well as member of the Institute of Directors. He also has the Certificate in Compliance from the International Compliance Association. His prior community work has included being a member on the management board, including the Investment Sub Committee, of the Public Employees Contributory Retirement Scheme (PECRS) which serves over 10,000 members and a significant proportion of the Jersey working population.

 

He is married with 2 children and when time allows, he enjoys playing (and watching) various sports and travelling with the family.

Gary-SaSo-Square.jpg

Garry Forbes

Managing Director

g.forbes@sasostrategic.com

Tel: 01534 488774 • Mobile: 07797 714000

Connect with Garry on LinkedIn

Garry Forbes is our Managing Director with responsibility across the day-to-day operation of the business, coupled with managing relationships with Private Clients based in Jersey, Guernsey and the UK.

 

Garry moved to Jersey in 2011 to work in an established financial services business. Garry has 21 years experience as a financial advisor and 26 years experience overall in financial services, working as a financial advisor in Jersey (9 years), Guernsey (9 years) and Edinburgh (3 years).

 

Garry holds the Certificate in Pension Transfer Advice (AF7) and Diploma in Financial Planning from The Chartered Insurance Institute along with The Certificate in Advanced Mortgage Advice from The Society of Mortgage Professionals and The Guernsey Insurance Certificate.

 

Garry has also passed modules of the Institute of Directors (IOD) exams with distinction, namely ‘The Role of the Director & the Board’, ‘Director's Role in Strategy & Marketing’, ‘Leadership for Directors’ and ‘Finance for Non-Financial Directors’, thus achieving the IOD’s Certificate in Company Direction with Distinction.  Garry is currently working towards attaining the IOD Diploma.

 

Garry lives in St Brelade’s with his young family and loves all sports, however a lot of his spare time in recent years has been spent developing junior chess in Jersey. He has coached several Jersey juniors to become county champions over the last 9 years and Garry himself is a former Jersey chess champion (2014/2015) and has personally represented Jersey and Guernsey in 4 Chess Olympiads (twice for both Islands) and Jersey in two European Small Nations.  Garry has also played in the inter-island Inter-Insular match 14 times (playing 7 times for both islands). SaSo are proud to be co-sponsors of Jersey Junior Chess on the Island.

Peter-Smart-crop.jpg

Peter Smart

Head of Investments

peter.smart@sasostrategic.com

01534 488778

Peter has been involved in investment markets since 1985, working within the private client areas of two global banks and for 22 years as the fixed income specialist for the UK Wealth manager, Brewin Dolphin.  More recently Peter formed part of the investment team at bridport in Jersey specialising in the provision of specialist, income focussed portfolio’s.

 

During his time at Brewin Dolphin, Peter formed part of the Company’s Group Asset Allocation Committee, advising on fixed income and credit markets. He has set-up and managed several Jersey domiciled bond funds on behalf of key clients. 

 

Peter has been involved in helping to establish the London Stock Exchanges UK Retail Bond Market, with an active role on the APCIMs Bond Committee and guest speaker roles at several high-profile LSE events used to promote the Retail Bond Market.  

 

During his career, he has been a Director for R&H Fund Services in relation to BD Portfolios – a range of more than 45 open ended investment companies established on behalf of high net worth clients and was a Non-Executive Director on RAB Capital’s Strategic Range Hedge Funds.

 

Peter is responsible for investment management and strategy.  He is a Chartered Member of the leading professional body for securities, investment, wealth and financial planning professionals, “The Chartered Institute for Securities and Investment” and holds specific qualifications in Bond and Fixed Interest as well as the Investment Advice Diploma.

George Baird-crop.jpg

George Baird

Non-Executive Director

george.baird@sasostrategic.com

Tel: 01534 488777

George Baird graduated with a law degree from Dundee University, after which he qualified as a Chartered Accountant and moved to Jersey in 1980. His previous roles have included Treasurer of the States of Jersey and finance and operations director of the Mourant group.

 

He has held non-executive directorships for some 20 years including Chairman of Invesco Leveraged High Yield Ltd, and current directorships include Chairman of Geiger Counter Ltd and non-executive director of Aberdeen Latin American Income Fund Ltd, ThreadGreen Industrial Ltd , LXB Retail Properties Plc and Yatra Capital Ltd.

George is married with 4 children and 4 grandchildren and served as Captain of Les Ormes Golf Club for 3 years . His passion in life is cooking and travelling with his wife and family.

john-pallot.jpg

John Pallot

Head of Compliance & Risk

john.pallot@sasostrategic.com

Tel: 01534 488772

John Pallot has been working in the Jersey finance industry for over 30 years.

 

From 1989 to 2007, John worked at the Jersey Financial Services Commission. His time there included various directorships including director of the Financial Services Business Division which was responsible for the implementation and then the administration of the Financial Services (Jersey) Law 1998. Later John was director of the Compliance Division responsible for the on-going regulation of all authorised businesses under the various regulatory Laws. 

John also represented Jersey on a number of international bodies including Sub Committees of IOSCO.

 

Since 2007, John has held a number of senior compliance posts in the private sector.

Julie Brewster-square.jpg

Julie Brewster

Business Administration Manager

julie.brewster@sasostrategic.com

Tel: 01534 488775

Julie is our Business Administration Manager at SaSo, with responsibility for day-to-day operations and administration functions within the business including managing the onboarding of new clients, the ongoing administration of client relationships and organising client events. 

 

Julie joined SaSo in May 2018 and has lived in the Channel Islands, Jersey for over 20 years and Guernsey for 5 years, having worked previously for Lloyds Bank, Coutts & Co Crown Dependencies and RBC during her 26 year career in the financial services industry.

 

Julie holds the Investment Advice Diploma (level 4) and is an Associate Member of Chartered Institute for Securities & Investment and is currently undertaking further studies and exams in financial services.  

 

Julie has a 17 year daughter and enjoys spending time with her and her partner at weekends.  Julie enjoys eating out with Bento & El Tico being just a few of their favourites.  Julie is also a big supporter of her daughter’s efforts as an under-18 Jets & Jersey netball player.  In her spare time Julie’s passion is cooking for friends & family, lunch dates with her girlfriends and most of all enjoying the beautiful summertime in Jersey. 

Sheila-Bond-square.jpg

Sheila Bond

Finance Manager

sheila.bond@sasostrategic.com

01534 488778

Sheila recently joined SaSo Stategic and is our Finance Manager having worked for a large local group of Commercial Companies for most of her career, previously working for the Falles Group of Companies as Financial Manager and moving into the Trust Company Environment to gain the ICSA Qualification. 

 

Sheila is married and has lived in Jersey for over 30 years. Sheila spent several years in Spain during which time she operated a retail outlet for Furniture goods.  Sheila is qualified as a Spinning Instructor, Pilates instructor, and a Sports Remedial Massage Therapist.  Hobbies include walking and cycling.

Euan-crop.jpg

Euan Spencer

Graduate Trainee Financial Adviser

euan.spencer@sasostrategic.com

Tel: 01534 488777

Euan is our Trainee Financial Advisor at SaSo and recently joined the team in January 2020 having previously held an internship at the Jersey branch of a multi-national private investment bank and more recently being employed as a Relationship Manager for a Fintech company also based on-island. 

 

Euan moved to Jersey when he was 3 and was educated at Victoria College, furthering his studies by obtaining a BSc (Hons) in International Financial Services through the Jersey International Business School. Euan has therefore become well accustomed to Island life so will be well suited to the servicing of local clients.  

 

Euan is currently studying for Chartered Institute of Securities and Investments (CISI) Investment Advice Diploma (IAD) qualification and is a member of the International Compliance Association. In his spare time Euan plays rugby for the Jersey Reds Athletic and can often be found at the Stade Athletic in St Peter on a Saturday if not representing the Jersey Reds’ amateur side in England. 

Would you like to know more?

For further information please contact Meeku Patidar, Founder & CEO

Tel: 01534 488771 • Email: meeku.patidar@sasostrategic.com • Mobile: 07797 721310

To read our full privacy policy, please click here...

  • LinkedIn
  • Facebook

© 2020 SaSo Strategic Advisers Limited is regulated by the Jersey Financial Services Commission for the conduct of Investment Business.

Company Registration Number: 123013