About us

In 2007 James was invited to join the highly prestigious St. James's Place group as a member of their Partnership. This enables us to draw on the resources of a highly respected, successful and award winning organisation.

Our Clients include professional business people, young families, those approaching retirement and those who are retired – all of whom are wishing to secure their financial future.

We offer the benefit of face-to-face advice to meet all your financial needs, whether your priority is:

  • Building and Preserving Wealth
  • Retirement Planning
  • Estate and Inheritance Tax Planning
  • Gaining Financial Protection Against Risk

Please do contact me if you have any queries.