I joined the St. James's Place Partnership in 1999, and specialise in Trust* and Estate planning for clients with particular emphasis on Inheritance Tax mitigation. I will also help to arrange for estates to provide tax efficient income as well as capital growth.

For younger clients I will advise on capital creation, school fees and retirement planning and dependant protection.

All clients can expect an unparalleled service through regular contact and full annual reviews.

*Trusts are not regulated by the Financial Services Authority

Working with other specialists Although, like me, all members of the St. James's Place Partnership are expert advisers in their own right, some have exceptional expertise in specific and often highly technical areas.     more