I am Director of a Partner Practice of St. James's Place Wealth Management and provide a Wealth Management service to Private Clients, Business Owners, Charities and Trustees on many different aspects of financial planning and pride myself on building very strong, long term relationships with my clients.
As a Partner Practice of St. James's Place Wealth Management, I have developed a Practice that has built a reputation for providing a friendly, conscientious and caring service, which includes offering intelligently planned tax solutions, Inheritance Tax planning advice, income and retirement strategies, expert investment advice, and employee benefit schemes.
It is my philosophy to build exceptionally strong, trusted and long lasting relationships with my clients. I aim to provide my clients with peace of mind regarding their personal financial affairs. My clients are keen to recommend me to friends, family and colleagues so that they too can benefit from the professional advice they have received.
St. James's Place Wealth Management is an award winning company. The company’s success has grown through its ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients.
An investment with St. James's Place is directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.