After a successful 10 year career within the Financial Services including 2 years as an Independent Financial Adviser, I was approached by St. James's Place Wealth Management. After much deliberation and research into the company it was an easy decision to join and establish my own Practice.
St. James's Place offer an investment approach which I believe is by far the best I have come across. This allows me to do what I do best, building long term relationships and providing high quality financial planning advice that all my clients deserve.
I specialise in all aspects of financial planning for families, individuals and businesses.
My areas of expertise are:
- Investment planning
- Retirement planning (inc Auto-enrolment)
- Protecting you, your family and/or your business in the event of those unforeseen circumstances
- Individual and business tax planning
- Inheritance tax planning
I understand that the subject of financial planning can have the potential to be daunting and confusing. If you have any questions at all or you are in any doubt as to the services I provide, please call me directly on 07900 957558 and I will be pleased to answer any questions you may have.