I pride myself on building long-term, high trust relationships based on my core values of experience, excellence of service and honest advice. This provides my clients with the wealth management needed to satisfy their immediate and future needs.
- Building and Preserving Wealth
- Inheritance Tax and Estate Planning
- Financial Protection Against Risk & Life Insurance Solutions
- Retirement Planning
With an ever changing environment and changing client circumstances, bespoke financial planning for my clients is essential to help hem achieve their personal goals, more importantly, we revise these plans regularly to ensure they remain appropriate and accurate. This is achieved by on going review meetings.
Through the distinguished St. James's Place brand, my clients benefit from the distinctive approach to investment management and the potential returns it offers. We engage the services of a number of carefully selected and monitored external fund managers and providers.
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.