I am a Wealth Management and Financial Planning specialist for individuals, families and businesses advising in areas such as:
- Investment Planning
- Retirement Planning and Annuities
Having over 25 years experience in Financial Services I firmly believe that careful planning can determine your financial wellbeing.
I work closely with all of my clients building a relationship based on trust and understanding of their personal finances. This ensures that I am able to provide advice that is needed, when it is needed.
What makes St. James's Place Wealth Management different ?
Our clients have exclusive access to our distinctive investment management approach.
St. Jame's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group.
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.