I specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes, and whose circumstances are therefore more complicated than most. These specific clients are known as our Private Clients.
I help our Private Clients to create a structured financial plan ensuring mitigation of income, capital gains and inheritance tax within the parameters of their individual circumstances. Whether clients want to grow their wealth or receive a regular income, I look to help them obtain the best possible returns on their money in relation to their tolerance to risk and investment objectives.
I also place a strong emphasis on estate and trust planning and in particular ensuring as far as is possible, individuals’ assets are protected against third party claims.
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.
Trusts and some areas of estate planning are not regulated by the Financial Conduct Authority.