In my experience, most successful people understandably focus their time, energy and resources on their business affairs; they are asset rich but time poor. Often this can result in personal financial decisions being postponed to detrimental effect.

My philosophy is to cultivate long term relationships based on mutual respect and trust. Beyond the numbers, I am interested in your aspirations, goals and concerns. I take pride in knowing that my clients have largely been referred by existing clients who have been satisfied with the level of service.

My work is client-led as opposed to product-driven, and I am sensitive to your unique circumstances. By taking the time and effort to get a thorough understanding of your affairs and needs, I am able to strategise, implement and manage a financial roadmap for you and your family that is continuously reviewed and built upon.

I offer you access to St. James's Place globally sourced fund managers who have passed the rigorous selection process. Our fund managers are regularly monitored and we engage the expertise of a number of independent external consultancies.

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.