I have devoted my professional life, now exceeding 19 years to helping others make the most of their money and realise their financial goals. From 2001 up until the end of 2016, I have obtained a breadth of experience in one of the industry’s most respected financial services firm.
I have helped clients in a number of different areas including retirement and pension planning, estate planning and inheritance tax mitigation, family and business protection planning and wealth creation through tax efficient investing. My clients come from all walks of life and include professionals, business owners, senior employees and retirees from these groups.
When I was invited to join St. James's Place Wealth Management I saw this as an ideal opportunity to set up my own practice and align my financial planning skills with a high quality wealth management service.
Prior to accepting the invitation to join St. James's Place Wealth Management, I carried out several months of research and due diligence and was impressed by the breadth of products and services they provide. Furthermore I was very encouraged by the discussions I held with existing St. James’s Place Partners and their clients’ experiences. I was attracted by the ability to combine the benefits of high quality research and technical resources offered by a large organisation with the individual, personalised service offered by a small practice. This enables clients to receive quality advice, build long-term relationships with their adviser and have peace of mind that any investments recommended have been highly researched and vetted by a specialist committee.
The combination of these two approaches affords St. James's Place Partners the ability to provide their clients with the best advice, exceptional service and access to leading fund managers that would not otherwise be available to them.
I actively promote the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer.
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.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.