I have spent almost 20 years helping my clients make the most of their finances; providing professional face to face advice, usually in the comfort of their own home or office. During my long career I've continually developed my skills in key areas.
I specialise in tax efficient investment planning, inheritance tax mitigation, retirement planning and helping business owners extract the profits from their businesses in the most tax-efficient way.
As an Associate Partner Practice of the highly successful St. James's Place Wealth Management, I provide a dedicated personal service to all of my clients, helping them to create a firm foundation on which to build their financial plans and helping them to achieve their financial objectives. I aim to work closely with all of my clients and I keep them regularly updated with information about the markets and changes in legislation that may affect their planning.
In addition to the experience and expertise provided by members of the St. James's Place Partnership, products and services from other providers have been carefully selected to complement and enhance the range of St. James's Place products on offer. I believe these providers represent the ‘best of breed’ in their respective categories and are capable of delivering the high standards you would expect.
I would welcome the opportunity to see how we can work together to enhance your financial situation and offer a no obligation initial consultation.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
The levels and bases of taxation, and the reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.