Our philosophy focuses on maintaining a long-term trusted relationship with our clients, showing distinct quality, integrity and excellence. We offer a dedicated personal service to all our clients, helping them to create a firm foundation in meeting their financial objectives, so that they can look to the future with confidence and optimism.

I have over 20 years experience in financial services and my overall aim is to help both individuals and businesses wishing to secure their financial future, whether the priority is to:-

• Invest for Growth or Capital Preservation
• Invest for Income
• Manage Cash and Borrowings
• Gain Financial Protection Against Risk
• Plan for Retirement
• Reduce Inheritance Tax Liabilities

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.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on the individual circumstances.