Planning for a secure future, be it for yourself, your family or your business, is one of the most important steps you will ever take. The initial process is not always enough. Unless the plans are regularly reviewed, then changes in your circumstances or in legislation or simply the effects of inflation may serve to erode their value.

I provide a professional bespoke service of distinct quality and integrity that always puts the interests of my clients first. I focus upon maintaining long-term, trusted relationships, which in turn gives both private and business clients financial peace of mind.

I offer a service backed by the distinctive St. James's Place guarantee which ensures that the advice I offer is suitable. In every situation I respond with appropriate, tailored advice designed to suit my clients' individual requirements. I have therefore been able to develop my career over the years by providing an exceptional service to those clients, whether they are looking for:

Investing for Capital Growth and taking an Income

Planning for an Income in Retirement

Reducing your Tax Liabilities including Inheritance Tax

Estate Planning and Will Writing*

Business Exit Strategy Planning**

Whatever your needs, I look forward to discussing them with you and finding the right solution for you.

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.

*The writing of Wills involves the referral to a service that is separate and distinct from those offered by St. James Place. Wills are not regulated by the Financial Conduct Authority.

**May include the referral to a service that is separate and distinct to those offered by St. James's Place.