
Planning for a secure future, be it for yourself, your family or your business, is one of the most important steps you will ever take. As our personal and business lives evolve, all of us will need to seek financial advice. This is why I provide a professional service of distinct quality and integrity that always puts the interests of my clients first.
I have been advising clients for over 25 years. Prior to being invited to become a Partner at St. James's Place in 2007, I was part of a national firm of Independent Financial Advisers. My experience has given me extensive, in-depth knowledge of the financial services market and also the ability to help my clients’ identify what is truly important to them.
I offer bespoke, specialist advice in a wide range of areas including: Investment & Retirement Planning, Inheritance Tax & Estate Planning, Later Life Planning and Corporate Risk & Investment Planning.
Your specific circumstances and goals will be discussed during our no obligation, consultation at a location and time that is convenient for you.
As your Trusted Adviser, my service is confidential and personal to you. In life our circumstances and goals can change and my on going advice and services will continue to evolve and be tailor-made to you.
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 27/11/2024
The Partner 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.