I have been professionally involved in Financial Services since 1981, the last twenty of which as a Senior Partner of St. James's Place Wealth Management, and I am based in Mayfair.
My mission is to work closely with my clients, both individual and corporate, building a relationship based on mutual respect, trust and understanding. I provide bespoke planning and advice, tailored to your individual requirements and I strive to develop a productive, professional and ongoing relationship with my clients in areas of financial management, including:
- Risk Assessment and Protection
- Building & Preserving Wealth
- Retirement Planning
- Estate Planning
- Residential Mortgages
- Commercial Mortgages & Finance*