As an Associate Partner Practice of St. James's Place, we are a small team focused on our clients’ interests. We believe in the value of face-to-face financial advice over a lifetime and have the backing of an established company to guarantee that advice.

Paul Birtill is a Chartered Financial Planner and MBA graduate. Before becoming a Financial Planner, he had a successful career working in business development roles in a number of large and small organisations, including local government, housing associations and charities. He firmly believes in responsible investment.

Intergenerational planning is a particular specialism and an increasingly important focus for clients. We can recommend a host of solutions including retirement planning, protection and inheritance tax planning. Every solution is tailored to the individual. 

Ask yourself the following questions and if you would like to hear more, please give us a call. 

• Are you on track for the retirement that you want? 

• Will your family be protected if you have an accident or illness? 

• How will you support your children through University or to become independent? 

• Are you or your parents concerned about the cost of care?