Senior Partner Practice of
St. James's Place Wealth Management
 

Planning for the tax year-end

There is no shortcut to financial security for you and your family. And the route isn’t always easy. Uncertainty in the markets, about the economy, and government tax policy, can all present obstacles that slow your progress.

Investment Planning

The right investments can offer real opportunities to potentially grow your wealth and help to protect it against inflation.

Retirement Planning

Regardless of the life stage you have arrived at, it's important to receive the right advice on your pension planning requirements.

Financial Planning for Women

Most women understand the importance of proactively caring for their physical fitness, mental health and making time to nurture their appearance. However, ensuring longer term financial plans are in good health is not always part of this overall view of personal wellness.

Corporate Services

I understand that running a successful business can take priority over the time spent on planning the financial security of you and your employees.

Banking & Mortgages

I understand that people may have little time to manage their finances as effectively as they would like.

Other Services

I have a strong network of professional connections, should you require advice in more specialist areas of wealth management.