I am a Principal Partner of St. James's Place Wealth Management and have over 20 years experience within the wealth management industry.
I provide my clients with both a specialised, professional wealth management service in all areas of wealth management, including, investment, retirement, protection and inheritance tax planning. For further details on the services I can offer please review these under the services section on this website.
One of the key principles behind my business is to always work closely with each client, regularly reviewing their individual or company situation. In doing this, clear objectives can be established to help achieve the clients financial aims and aspirations, whilst calling upon a comprehensive range of professional advice, suited to their individual circumstances.
My colleagues and I also work with specialist lawyers, solicitors, banks, accountants, pension actuaries as well as your own existing advisers to secure and enhance your future prosperity. The following pages highlight the areas of expertise that you can call upon.
“We aim to be your trusted partner in creating clear financial solutions”