I believe that everybody should have access to financial advice, therefore I welcome anyone who is serious about planning for their future to contact me to have a discussion.
Planning for your future prosperity will require an ongoing commitment to building and maintaining long-term, trusted relationships to ensure that you receive advice of the highest standard. If there are changes in your circumstances, such as starting a family, changing jobs, starting your own business or receiving an inheritance, a review of your financial goals is crucial.
As a member of the prestigious St. James's Place Partnership, the sole advisory channel of the St. James's Place Wealth Management Group, my focus is on you and on achieving or maintaining financial security for you and your loved ones.
Based on core values of excellence of service and above-all, integrity, I will provide you with the wealth management solutions that you need to satisfy your needs both now and in the future.
I appreciate that you are unique, with your own financial ideals, which is why I will tailor the services and recommendations that I make specifically to you. I do not provide off-the-shelf (or off-the-web) solutions, but offer you the benefit of a single relationship to meet all your financial needs, whether your priority is to:
- Aim to grow your wealth, specifically through our distinctive approach to investment management;
- Preserve assets for long-term financial security;
- Adequately protect assets from potential threats;
- See whether you can reduce Inheritance Tax liabilities;
- Plan for retirement;
- Effectively manage cash and borrowings.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount 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.
The suitability of the advice I provide, is guaranteed by St. James's Place in respect of the products and services offered by companies within the group.