In 2011 I was delighted to accept an invitation to join the St. James's Place Wealth Management Group and created my practice Birch Wealth Management. I felt that the range of in-house specialists and the distinctive St. James's Place Approach to Investment Management significantly enhanced the service I was able to provide to my clients.

Today, looking after your finances can be a complex and time consuming process, especially in the current dynamic and challenging world in which we live. I believe St. James's Place is in the best position to enhance my knowledge and expertise to ensure I can best help my clients.

I fully believe that relationships with clients should be life-long and as such, my service includes regular contact and information, keeping you up-to-date with how any changes in the marketplace may affect you.

I specialise in investments and pension planning, inheritance tax planning and mortgages and am commited to enhancing my knowledge of wealth management through the examinations I take, so I can pass this to my clients. To date, I have received Financial Planning Certificate, the Diploma in Financial Planning, Certificate in Mortgage Advice and Practice and Equity Release.

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