A WEALTH MANAGEMENT PARTNERSHIP YOU CAN TRUST

I have over 15 years of experience of working as a wealth management professional. As a member of the St. James's Place Partnership I offer a personal wealth management service to my clients throughout Surrey and the South East.

I greatly appreciate that each individual financial situation is unique. If my financial advice is to be truly valuable it must be based on a comprehensive and detailed overview of my clients financial circumstances. This overview is continually reviewed to make sure that their financial needs are met in the most appropriate way possible.

Communication with my clients is critical so I always aim to simplify the processes I use and I pride myself on explaining things in a clear and concise manner.

I keep my clients updated on a weekly basis with the weekly market update as shown on the link on the left.

I have specialist expertise in:

• Investment Planning
• Inheritance Tax Planning (please note that some areas of Inheritance Planning are not regulated by the Financial Services Authority. Your home maybe repossessed if you do not keep up repayments on your mortgage).
• Pensions
• Life Cover
• Critical Illness

As the details contained in this website will demonstrate, I provide a seamless service of distinct quality, professionalism and expertise specialising in the above aspects of wealth management, all backed by the successful St. James's Place Wealth Management Group.

I would welcome the opportunity to work with you to improve or enhance your financial situation. Please do not hesitate to get in touch with me.

*Please note that some areas of Inheritance Tax Planning are not regulated by the Financial Services Authority.

Your home may be repossessed if you do not keep up repayments on your mortgage.