About us

We offer each of our clients a bespoke and high level personal service that is rarely seen in today’s financial market place. This explains why many of our clients come from personal recommendations. 

We have found that whilst our clients may share similar concerns, they each need individual solutions to their problems. Many have received financial advice in the past, however the overwhelming feeling is that it has been fragmented, complicated, or perhaps no longer relevant. I will help you to secure your financial future, whether your priority is to:- 

  • Grow your wealth, specifically through the St. James's Place distinctive approach to investment management 
  • Preserve your assets for long term financial security 
  • Arrange adequate protection for you, your loved ones and your assets 
  • Effectively manage your capital and borrowings 

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.