I provide tailored face-to-face wealth management advice to my clients to address both their current and future financial requirements.

My role is to assess their needs, understand their objectives, and help them implement the right financial strategies in the most tax efficient way possible. These needs and objectives could include retirement planning, saving for tuition fees, minimising a tax burden or generating income. Each client is unique, hence, my recommendations are bespoke and aim to create or preserve wealth, or make the right insurance decisions.

I advise a select community of individuals and business owners.

My commitment is to deliver expert advice and outstanding service.

Remembering that one cannot prevent what one cannot predict but can be better prepared for it is the foundation of my role as a wealth manager.

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.