I've worked in financial services since 1998, working first at a stock broking firm and then as an Independent Financial Adviser, before joining St. James's Place early in 2008.
I work with a wide variety of clients providing personal advice across a range of financial planning needs, including pension and investment planning, protection and tax planning. I see the longer term relationship between adviser and client as essential in providing ongoing advice and I work with my clients over the years to ensure continued suitability of advice.
I joined Taylor Wealth Management in 2016, as a financial adviser, delivering bespoke financial planning to businesses and individuals. With over 20 years’ experience in senior financial and commercial roles I have worked alongside a variety of companies and have a thorough understanding of the challenges facing business owners and directors.
I am proactive in my approach working as your partner in protecting, growing and managing your wealth. Holistic financial planning can provide significant value to individuals and businesses, especially where the aspirations of both are intertwined. I provide my clients with a tailored service to create real added value to their individual needs and can help structure personal and business income and assets tax efficiently to meet lifetime goals and aspirations.
Ashleigh is the Practice’s Office Manager, here to ensure the business runs smoothly. She has a background as a Royal Naval Officer and an Executive Assistant and brings these skills to the fore when dealing with clients and financial providers.
Louise has a background in Marketing. She specialises in the technical side of financial planning, working with James to design bespoke financial planning solutions for our clients.