Typically, my clients are successful professionals who, due to career pressures, do not have the time to manage their own finances.

To this end, I offer tailored solutions to an individual’s needs through regular face-to-face meetings. The aim is to give a highly professional approachable service in such areas as:

• Income, capital gains and inheritance tax planning* for both UK resident and UK resident non-domiciled individuals.
• Maximising opportunities arising from changes to pension legislation.
• Tax-efficient income and capital for retirement outside of a pension environment.
• Mitigating or deferring tax income and capital gains on investment portfolios.
• School fees planning.
• Will and trust planning to preserve wealth from inheritance tax*.
• Efficient mortgage and debt structuring.

I look forward to working with you in the future.

The St. James's Place Guarantee:

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount 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.

*Wills, Trusts and some areas of Inheritance Tax Planning are not regulated by the Financial Conduct Authority. The writing of Wills and certain Trusts involves a service that is separate and distinct from those offered by St. James's Place.