I have worked in the private wealth sector for over 30 years and in 1999 became a Partner of the J. Rothschild Partnership which subsequently became St. James's Place.

My offices are in Knightsbridge, London, from which I provide advice on a range of wealth management solutions. This involves the distinctive St. James's Place approach to investment management, tax effective onshore and offshore investment wrappers, as well as related Trust* and estate planning structures. We also provide advice on pension arrangements, employee benefit packages, and specialist and property finance.

I provide access to selected law and accountancy firms on a variety of subjects, which by way of example include the writing of tax effective Wills*, and advice in connection with non-UK situ assets and non-domicile status.

My Practice also works closely with those underwriting in insurance markets, in association with specialist advisers, such as members’ agents, law and accountancy firms, who add value in these highly technical areas.

I have access to the distinctive St. James's Place approach to investment management, which enables clients to have risk managed portfolio construction. I am able to provide advice on investment planning and estate planning, incorporating the use of both onshore and offshore Trusts* and trustee investment structures, as well as retirement planning, income strategies and tax effective investment planning.

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.

*Wills and trusts are not regulated by the Financial Conduct Authority. The writing of a Will involves the referral to a service that is separate and distinct to those offered by St. James's Place.