I offer a personal wealth management service, I do not provide off-the-shelf (or off-the-web) solutions, but offer you the benefit of a single relationship to meet all your financial needs, whether your priority is to:
- Build or preserve wealth
- Manage cash and borrowings
- Gain financial protection against risk
I like to keep my clients advised of the latest key financial and economic issues, so this website publishes the St. James’s Place Market Bulletins.
My Mission Statement: To help my clients increase their wealth, and pass it onto their heirs in the most tax efficient way possible.