I have been in the financial services sector for several years, and am now providing financial advice as a Partner Practice of St. James's Place Wealth Management. During this time I have helped our clients towards achieving many of their financial goals and objectives.
I do not believe that a “one size fits all” approach is appropriate when making financial decisions about an individual’s future, and for this reason I will spend much of my time getting to know you and understanding your current and potential future situation and wishes for the future. This will allow me to provide tailored advice and an ongoing review service package which is unique to your needs.
I am committed to building a long term relationship with you and very much part of the advice and service that I will provide you with is a review service which takes account of any changes in your personal circumstances, and potential external influences such as changes in taxation or legislation that may impact on your individual situation.
I offer face to face advice, which can take place in the comfort of your own home or business at a time that is convenient to you. I believe that this service is becoming increasingly rare in today’s market place.