I take pride in providing a dedicated service to private clients and small businesses, helping them to achieve all of their financial goals and objectives.

I offer a personal, face-to-face, wealth management service which is individually tailored to your specific needs, whether your priority is to:

• Build or preserve capital
• Plan for your retirement
• Mitigate Inheritance Tax and/or construct an estate planning strategy
• Manage cash & borrowings
• Gain financial protection

As a member of the St. James's Place Partnership, the advice given by me is guaranteed.

Keeping clients up to date with the latest changes in the markets is a key part of the ongoing service and producing a Monday Market Bulletin is just one example. You may like to view this by clicking on the Market Update link on the left hand side of this page. You may also find it interesting to view fund manager interviews on our dedicated television website, SJPTV. Click here to visit that site.