I am a Chartered Financial Planner offering face-to-face advice and specialising in meeting the financial needs of business owners and professional people.

With this in mind, I offer a personal wealth management service. I do not provide off-the-shelf (or off-the-web) solutions, but rather offer you the benefit of a single relationship to meet all your financial needs, whether your priority is to:

• Build or preserve wealth
• Manage cash and borrowings
• Gain financial protection against risk

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.