With over 25 years’ experience within business, before transitioning into financial services. My wealth of knowledge allows me to take an in-depth view into your current financial position. Placing this alongside your short, medium and long term goals, I can ensure a robust, bespoke financial planned road map is put in place for you. My core ethos is to build long-term relationships with my clients, to ensure I am there to support them on their financial journey, always ensuring personal solutions, every step of the way. Whether you are looking to build or preserve capital through Pensions and Investment, manage Cash and Borrowings, reduce Inheritance Tax Liabilities, gain Financial Protection against Risk or to help maintain your lifestyle in Retirement. My personal wealth management service is not ‘off-the-shelf’, but provided to your specific financial needs, goals and objectives. Ensuring my clients are always kept up to date with the most relevant market information to them via weekly bulletins is just one example of the continued support I offer. This alongside annual reviews as standard and being available for any changes which need considering, allows me to build strong relationships with trust and dedication at the forefront. 

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.

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.