Working with you to develop clear and simple financial planning strategies that are tailored to your life and goals.
My focus is on preserving the value of your capital, making the most of your potential growth opportunities and ensuring you get the best professional advice to make sensible planning decisions.
I adopt a comprehensive approach to financial planning with technical expertise in investment planning, retirement planning, managing estates and trust funds, income strategies and tax effective investments.
My goal is to give you peace of mind, whether your priority is to:
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
*Trusts are not regulated by the Financial Conduct Authority.