I have been a financial adviser since 1987, and during that time I have gathered significant experience in helping both individuals and companies to plan and protect their financial futures. Joining St. James's Place in 2004 was a great move for me, as it enables me to offer my clients bespoke, expert advice in every area of financial planning. With the help of some of the industry’s best professionals I can honestly say that we can help you to address any financial issue, with particular emphasis on investments, estate planning, pensions and long term care.
My aim is to grow my practice with the help of existing clients, as well as professional introducers, and continue to give a truly personal service – designed to provide a no-nonsense, easy to understand strategy for any given financial problem. I believe I have a duty of care toward my customers, and because of that I try very hard to simplify the often complicated options available so that ultimately they can make an informed choice on which solution best suits them.
I always offer an initial consultation to any prospective client, without obligation. I believe that everybody should have a financial adviser, and it’s important to stress the highly personal nature of the service we offer – whereby my clients can call my office confident of being able to speak to a real person who knows their situation, and who will be there for them in the years ahead.
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.