Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. It is vital to regularly review your financial situation to take advantage of any developments in legislation and tax law. If there are changes in your circumstances such as starting a family, changing jobs, setting up your own business, receiving an inheritance or retiring, a review of your financial goals is critical.

My specialist areas are tax efficient investment and retirement planning and inheritance tax mitigation. You can feel confident that the advice you receive is up to date, I also undertake continuous professional training and assessment, enabling me to remain fully conversant with current tax legislation, market trends and industry standards.

I try to provide solutions to client’s financial issues in a practical way using common sense and plain English.

In this fast moving world it is more important than it has ever been to work with a trusted adviser to help you with your financial priorities, to develop an action plan, implement it and review progress. This is an integrated approach and may involve other professionals. I am confident that however simple or complex your situation is that St. James's Place and myself have the skills and experience to provide an effective solution for you.