Planning for a secure future, be it for yourself, your family or your business, is one of the most important steps you will ever take.

I fully appreciate the through life challenges of building and protecting personal and family financial security. In today’s time poor society, most people do not have enough time to define, research, understand, implement and then monitor a coherent and evolving financial plan for themselves.

I provide a full financial advice service, tailored to my clients specific needs based on their individual objectives. As those objectives change through the stages of their lives, or government legislation and tax rules are amended, regular reviews ensure my clients remain my primary focus.

I am passionate about developing long term, professional face-to-face relationships with my clients based on trusted advice, mutual respect, confidentiality and empathy.

Either directly or by drawing on the significant resources of my fellow St. James's Place Partners I provide a wide range of financial management services to individuals and businesses alike. We can help you reach your financial goals by offering you the appropriate advice and guidance now, and by ensuring that any plans put in place remain effective in the future no matter how your circumstances evolve. Together we will build an individual plan for your individual needs.

The plan will aim to achieve some or all of the following: 

• Protect your family, people important to you and your business interests
• Manage your debt and borrowings
• Achieve tax efficient wealth creation
• growth and retention now and in the future
• Provide solutions that meet the required level of risk and reward
• Ensure those close to you benefit from your estate

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.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

Click here for details of the services available to you.