Welcome
I provide comprehensive financial planning and wealth management services, helping individuals, trustees and business to achieve their financial goals.What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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Private Clients
I specialise in meeting the financial needs of people who have created significant capital, or who earn a high income. The financial desires/needs of these clients can be more complex in nature. These clients are known as my private clients.
I help and include my clients to create a solid structured financial plan ensuring mitigation of income, Capital gains and inheritance tax within the confines of their individual circumstances. Dependant on their tolerance of risk and investment objectives, I strive to ensure they obtain the best possible returns on their money.
Please click here to view a full list of my services or here to view my Client Service Charter which highlights what it means to be a client and details the services that I provide.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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SJP Approved 08/02/2024
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
