I provide wealth management advice to individuals and businesses in and around the South East of England, London and Kent. My advice is bespoke and tailored to meet your personal and/or business objectives.
I realise that no two clients are the same, so bespoke individual solutions with honest and pragmatic advice will help meet your needs.
Planning a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. To make sure this happens, you need to regularly review your financial situation to maximise any advantages that may arise in legislation and tax law changes. If there are changes in your circumstances such as starting a family, moving jobs, starting a business or even receiving inheritance, a financial review is crucial.
Your situation is unique and so, if financial advice is to be truly valuable, it must be based on an appreciation of your individual circumstances.
I also work alongside my clients' solicitors and/or accountants, which enables me to create appropriate solutions to meet client objectives. Financial planning can be complex at times, therefore my aim is to present the necessary information to each client in a clear manner to ensure that each aspect can be understood, especially in more complex situations involving Business Protection and Inheritance Tax Mitigation.
We offer an excellent wealth management service which will help you achieve your goals
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 01/07/2024
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.