I specialise in advising business owners, individuals holding key positions within Private Equity, Venture Capital, Fund Management, Investment Banking and Partners in Accounting & Legal firms. I make it my business to provide clients with holistic financial planning solutions, helping my clients grow and preserve their assets. To facilitate this, I offer a single point of contact for all their financial needs.

My advice primarily involves estate planning as well as risk and asset management including investing in tax-efficient vehicles. I often work alongside leading legal and tax specialists to ensure my clients get the best possible advice.

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