I specialise in investment, pension and intergenerational wealth planning and work with a diverse range of clients such as business owners who are starting their financial planning journey, busy professionals who need help with their financial anxiety and retired couples who are looking to plan into their old age and help their families.
I absolutely believe in taking time to understand all aspects of each of my client's future life plans so that I can incorporate every aspect of them into my advice. Taking a pro-active approach to investment allocation and not just waiting until the next scheduled regular review date is also a key part of my ability to keep my clients exceptionally well informed.
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.
I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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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.