I am enthusiastic about my client’s financial affairs and believe it is important to understand the ‘bigger picture’ in order to provide a unique and distinct level of professional advice that help my clients achieve their financial goals.
Putting my clients firmly at the heart of everything I do enables me to run a genuinely client-focused business. In my experience, no client is the same and I therefore ensure that I understand your personal objectives and deliver solutions that are right for you and your family.
I was invited to join St. James's Place Wealth Management in 2001 and have worked in Financial Services for over 18 years. I place great emphasis on maintaining long term professional relationships with my clients and aim to provide them with a source of trusted advice as their financial needs evolve over the years.
I have extensive practical and technical experience implementing wealth management solutions and delivering peace of mind for all of my clients. I have a strong client base, due in part, to the insight and understanding of each of their specific financial requirements and by offering a personal and highly principled service.
As a Senior Partner Practice of St. James's Place Wealth Management, my approach is consultancy based and focuses thoroughly on understanding my client’s financial planning objectives. My aim is to deliver distinct advice and solutions in the most comprehensive and professional manner at all times.
My specialties in wealth management and financial planning cover the following areas:
- Retirement planning
- Tax efficient investments (onshore and offshore)
- Inheritance tax planning and Trust* services
- Strategic Funding Plans
- Family protection
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.
*Trusts are not regulated by the Financial Conduct Authority.