Based in Central London and Marlow, Buckinghamshire, I work with both personal clients and businesses in London and along the Thames Valley.
Today, looking after your money can be a complex and time-consuming process, especially in these fast-changing times.
Helping my clients plan for a more secure financial future, both for themselves and their families, is my objective. My approach is grounded in professional support, jargon-free advice and a dedicated one-to-one approach built over the long-term; I am someone from the real world who understands both the pragmatic and emotional nature of money, and its importance to you.
In a dynamic and challenging world, having someone help manage your financial affairs makes an effective use of your time and helps you reach your goals. The service I offer includes regular contact and information, keeping you up-to-date with your position and how changes in the marketplace may affect you.
As a Senior Partner of St. James’s Place Wealth Management, I offer guidance on:
- Preserving and building your capital.
- Helping you with retirement planning.
- Limiting your finances against risk.
- Reducing Inheritance Tax liabilities and estate planning.
Please feel free to browse this site to learn more, or for a friendly, confidential and no-obligation consultation on how I can help you plan the future for you and your family, please get in touch.