I launched Spinnaker Wealth Management to advise on all aspects of wealth creation and management. You may be buying your first home, starting a family, saving for the future, planning for retirement, creating an inheritance or simply looking to reduce inheritance tax. We provide for wherever you are in your wealth career.
Spinnaker Wealth Management is a Partner Practice of St. James’s Place Wealth Management. Our professional expertise is backed by an organisation with a distinctive approach to the selection and monitoring of fund managers. The suitability advice we offer is guaranteed by St. James’s Place, when recommending any of the products and services provided by companies in the St. James's Place Wealth Management Group.
We welcome personal and corporate clients. Many of our new clients are referred by existing ones as well as friends and family. We put advice before sales, and always take a holistic approach to your finances. We concentrate on building long-term client relationships, and giving long-term financial advice.
Spinnaker Wealth Management is supported by industry specialists that we can call upon if necessary. Suzanne Millar is my Personal Assistant, and responsible for organising my diary. I also have the services of Robin McMurry, who is responsible for compliance documentation and ensures that a client receives written confirmation of the advice provided. Robin isn't an employee of either the Practice or St. James's Place Wealth Management and instead has his own business as a paraplanner which is separate and distinct from St. James's Place.