Specialties

• Retirement Planning 
• Historical Analysis of Pension Schemes
• ISAs
• Tax Efficient Investment Planning 
• Tax Mitigation Strategies

I am meticulous in my financial planning approach, and have built up a loyal client base; I use systematic analysis designed to help achieve my clients long-term financial goals. Through a process of systematically and thoroughly analysing an individual’s current financial position, I then help my clients understand and quantify their financial goals. By then projecting forward, I am able to design solutions to help keep my clients on the right track to achieving those financial objectives, and by identifying shortfalls early we are able to stand the best chance of success.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. 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 is generally dependent on individual circumstances.