My aim is to become your trusted partner and provide a long-term relationship with my clients, showing distinct quality, integrity and excellence. I take time to really get to know my clients before offering advice. I provide clients with a bespoke, high level personal service that is rarely seen in today’s financial market place. The level of satisfaction may be judged by the fact that most new clients come to me as a result of personal recommendation by existing clients.
I believe that my service is unique, due not only to the personal and confidential service I provide in managing your wealth, but also in enabling you to achieve life goals through structured management of your finances.
I can provide individually tailored advice in all areas of financial planning, including:
- Building and Preserving Capital: Investments planning, Pensions & Estate Planning.
- Financial Protection Against Risk: Life and Critical Illness, Health Insurance, Inheritance Tax
- Managing Cash & Borrowings: Mortgages.
I aim to keep my clients aware of the most up-to-date information within the markets and providing the Monday Market Bulletins is just one example. In addition, I am able on request to provide quarterly copies of The Investor, the St. James's Place Wealth Management magazine.
The levels and bases of taxation and reliefs from taxation can change at any time and are generally dependant on individual circumstances.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value may fall as well as rise. You may get back less than the amount invested.