
Based in Central London, we provide wealth management advice to clients both within the City, and more widely throughout the South East of England.
With almost 25 years of experience within the Financial Services Industry, I am very well placed to advise my clients on all areas of their financial planning requirements, from starting off in a new career to succession planning for future generations.
I understand that many of my clients lead busy lives and often don’t find the time to organise and review their finances whilst at the same time ensuring they remain on track to achieve their short, medium and longer term goals.
My advice covers all areas of wealth management, including retirement planning, wealth protection and investment planning.
I am happy to meet with prospective clients to discuss their requirements on a no obligation basis. All of my clients can look forward to a long term personal service.
I live in New Malden, Surrey, with my wife Jakki, and we enjoy regularly travelling to Spain to visit friends and play Golf.
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 22/05/2024
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.