Whether your aim is a successful exit strategy from your business, pension planning or more advanced tax planning such as inheritance tax we are able to help.

I work closely with my clients to ensure that they have peace of mind knowing that they are planning for financial security and that their finances are managed in a cost and tax efficient manner. It is important to me to have an in depth knowledge of your situation, so that I fully understand what you wish to achieve and the best way to help reach your goals. As a result of my approach, I spend time working with you on your planning and to ensure the plans are still relevant and working for you, I also review these plans face to face at least annually as changing circumstances or legislation can influence the direction of your strategy and therefore require regular attention.

Since joining St. James's Place in 2007, I have found that I have a lot more time available to be with my clients.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

Please note that advice with regard to exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James's Place.