Based in Stowmarket, Suffolk, I provide tailored financial solutions to individuals, families and business owners. I focus on building trusted long-term relationships and I advise upon:

• Retirement Planning

• Wealth Management and Investment Planning

• Inheritance Tax Planning

Supporting my advice, St. James's Place has over one hundred in-house experts covering all aspects of wealth management including investment planning, tax advice, pension planning, inheritance tax/estate planning and protection. I also work closely with specialist, independent solicitors and accountants.

My clients include:

• Business owners/entrepreneurs looking for help with tax efficient profit extraction

• Individuals planning for retirement and/or investing for growth/income

• Families looking to protect from risk and plan their wealth to tax efficiently help those they love most

After 15 years of working with clients at CIS and HSBC, in 2019 I accepted the invitation to join St. James's Place and bring my expertise to my local community, as well as the neighbouring counties of both Essex and Norfolk.

If you would like an informal chat with no obligation, please feel free to connect with me on LinkedIn or send me an email via the enquiries button.

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. Tax relief is dependent on individual circumstances