
I believe financial education plays a key role when it comes to planning for the future. I’m passionate about the need for people to make better informed decisions on how to best invest and protect their money.
I help my clients achieve better long-term financial outcomes by providing a personal and comprehensive financial planning service to individuals, families and businesses. My advice is specifically tailored to meet each client's personal and/or business objectives. I aim to build strong meaningful relationships with the emphasis of providing clients with a source of trusted, professional, quality advice as their financial needs evolve.
May it be protecting you and your family from unforeseen life events, growing your investments, retirement planning or estate & tax planning. My approach is to give clients a stress-free experience with a peace of mind.
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.
We offer an excellent wealth management service which will help you achieve your goals
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St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 29/05/2024
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.