With over 26 years' experience as a financial adviser and as a Chartered Financial Planner, I am able to provide a comprehensive financial planning and wealth management service to all my clients, whether individuals or businesses.
Through careful planning and by drawing on all my experience, I will work with you to help you achieve your financial objectives. Planning for a secure future - whether for yourself, your family, or your business - is one of the most important journeys you will ever embark upon; the creation of a financial plan is the vital first step.
But it doesn't end there - I strive to build genuine, long-term relationships with my clients because, once your plan is established, it will still be essential to review it regularly in order to take account of any future developments in economic conditions, legislation and taxation. Similarly, if there are any changes in your circumstances - such as starting a family, changing jobs, taking out a mortgage, starting a new business or receiving an inheritance, for example - a full review of your financial planning is crucial.
I have considerable experience across all the main aspects of personal and business financial planning - from pension and investment planning, through to mortgages and life assurance. Also, in addition to my own experience and expertise, I can always draw on the services of other members of the St. James's Place Partnership - and I will always work in conjunction with your other professional advisers (solicitor, accountant, etc) to ensure that your financial planning remains robust and efficient from a legal and taxation perspective.
If you would like to discuss your own financial planning requirements, please don't hesitate to contact me... a friendly initial chat is always without obligation.