In September 2015, I gained the additional qualification required to be acknowledged as a pension specialist. This qualification allows me to undertake all manner of retirement planning advice including occupational schemes. I also deal with immediate retirement planning which includes drawdown and annuity purchase. Pensions and divorce is another area of retirement planning where I have attained considerable experience over the years.

My pension specialist authorisation also enables me to undertake pension work on a referral basis.

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.