About Us

We specialise in providing high quality personal advice on many aspects of wealth management, advising people of widely differing financial resources and of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors or key shareholders, tax reliefs and aspects of exit strategy planning.

Our Services Investments and Savings Retirement Planning Protecting You & Your Estate Corporate Services Personal Cash & Borrowings Other Services.

Establishment: I have worked in financial services for over 13 years and provide broad based advice, mainly to helping others make the most of their money and realise their financial goals. Financial products along with taxation can often appear complicated and confusing and what I have been told by many clients over this time is that I “help to make it all easy to understand”. I understand that my clients lead busy lives and often don’t find the time to organise and review their finances whilst at the same time ensuring they remain on track to achieve their short, medium and long term goals. My advice covers all areas of wealth management, including, retirement planning, wealth protection, savings and investments. My experience is also complemented professionally by having completed professional qualifications to Diploma level, and I am currently progressing towards Chartered level. As an Associate Partner of St. James's Place Wealth Management my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.

Areas we cover: Our Services Investments and Savings Retirement Planning Protecting You & Your Estate Corporate Services Personal Cash & Borrowings Other Services.

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group.Other services we provide: Business Advice, Trust Services, Mortgage Advice, Investment Advice and Protection Policy

Services & Products we offer

• Pensions Ad
• Investment Advice
• Protection Advice
• Savings Advice
• Estate Planning
• Wills And Trust
• Mortgage Advice

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