I provide high quality individually tailored face-to-face financial advice to individuals and businesses from a variety of different professions and I am part of a small elite group within St. James's Place that specialises in advising medical and dental professionals.

The service I provide goes far beyond simply recommending the right financial policy or product. I take the time to build a relationship with my clients and get to understand their situation to create a bespoke financial plan that will help them to achieve the lifestyle they deserve. I also work closely with other complementary advisers, such as Solicitors and Accountants, in order to ensure a comprehensive approach to financial planning.

My approach is simple. My clients work hard for their money and I make sure their money works hard for them.

I advise on:

• Investments & Savings
• Retirement Planning & Options at Retirement
• Tax Efficient Schemes, including Inheritance Tax and Estate Planning
• Protecting your Family and Business
• Personal & Commercial Finance

What makes me different:

• On-going, face-to-face advice and regular reviews to ensure your financial planning is kept on track
• In depth knowledge of the NHS Pension Scheme
• Expertise surrounding issues facing medical and dental practitioners and their businesses
• Exclusive access to the St. James's Place distinctive Investment Approach, which includes the regular monitoring of their carefully selected group of outstanding external Fund Managers