I recognise that everyone’s financial situation is unique and therefore if financial advice is to be truly valuable, it must be based on a comprehensive and detailed review of an individual’s financial circumstances.
I appreciate that dealing with financial matters can sometimes be stressful or confusing but my extensive experience and breadth of knowledge in handling such matters allows me to offer specific advice tailored to my clients’ own needs. I advise private clients on personal and family wealth and corporate clients on business strategies and succession planning.
As a member of the prestigious St. James's Place Partnership, the sole advisory channel of the St. James's Place Wealth Management Group, I offer a personal wealth management service and do not provide off-the-shelf (or off-the-web) solutions. I pride myself on being relationship driven, understanding the importance of anticipating the potential challenges that my clients may experience and putting in place strategic plans.
Whatever your requirements, I design solutions to meet your individual needs. These are then regularly reviewed, be it annually or more frequently, to ensure tax efficiency and that your goals are being met.
I am accredited by the Society of Later Life Advisers and provide advice to clients and their family on Later Life Planning. I regularly advise individuals on the financial consequences of divorce, intergenerational wealth planning, asset protection and inheritance tax planning.