I firmly believe that planning for a secure future, be it for yourself, your family, or your business, is one of the most important steps you will ever take.
I appreciate that your financial situation is unique, and therefore if financial advice is to be truly valuable it must be based on a comprehensive and detailed overview of your financial circumstances with someone you trust. However, unless your plans are acted upon and regularly reviewed, changes in your circumstances or the effects of inflation may erode their value to your detriment.
As an Associate Partner at St. James's Place Wealth Management, I can help you reach your financial goals by offering you the appropriate advice and guidance now, and by ensuring that any plans put in place remain effective in the future no matter how your circumstances change.
My overall aim is to help all those wishing to secure their financial future, whether the priority is to:
- Preserve and build capital
- Gain financial protection against risk
- Reduce Inheritance Tax liability
- Ensure your estate is passed on as efficiently as possible
This website will demonstrate to you the full range of services I am able to offer clients covering all aspects of wealth management, all of which are backed by the successful St. James's Place Wealth Management Group.
I very much look forward to building a professional and valuable relationship with you in the future.
The value of an investment with St. James's Place is directly linked to the performance of the funds selected and may fall as well as rise. 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 depends on individual circumstances.