If there are changes in your circumstances, such as starting a family, changing jobs, starting your own business, setting up or becoming a Beneficiary of a Trust*, retiring or receiving an inheritance, a review of your financial situation and goals is crucial.

Chris’s philosophy focuses on maintaining a long-term trusted relationship with his clients, showing distinct quality, integrity and excellence, which in turn gives you peace of mind. He offers clients a bespoke and high level personal service that is rarely seen in today’s financial market place. Chris takes time to really get to know his clients before offering advice. This explains why many of his clients come from personal recommendations.

Chris’s background of advising Partners in Law Firms/Solicitors, Owner Managed Businesses, Partners in Accountancy Firms, Barristers and Bankers allows him to specialise in these areas. With over 22 years Financial Services experience he also has experience looking after other clients including NHS/Private Doctors and Dentists along with other Professionals. Chris also specialises in Offshore Tax and Investment planning for UK clients and Non-Domiciled UK resident clients.

As a Senior Partner Practice of St. James's Place, his focus is on you and on achieving or maintaining financial security for you and your loved ones.

With the guaranteed advice provided by St. James's Place, products and services from other providers have been carefully selected to complement and enhance the range of St. James's Place products that we will be able to offer to you. We believe the providers represent the 'best of breed' in their respective categories and are capable of delivering the high standards you would expect. Chris is able to offer a complete service to clients in all aspects of financial planning. This includes:

• Building and Preserving Wealth
• Managing Cash and Borrowings
• Personal and Business Protection against sickness, accident and/or death
• Retirement Planning
• Offshore Tax and Investment Planning/Implementation
• Will writing* and estate planning

Chris appreciates that you are a unique individual with your own financial ideals, which is why he will tailor the services and recommendations specifically to you.

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.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is generally dependent on individual circumstances.

*Will writing is a separate and distinct service from those offered by St. James's Place. Trusts and Wills are not regulated by the Financial Conduct Authority.