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

*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.