The time that I spend with you represents a real investment in your future.

It’s time out of your busy life to analyse, clarify and simplify your financial and/or business affairs. To reflect and make decisions about what’s important to you. Most importantly, it’s a time to assess your appetite for risk so that we can explore the investment planning options that will see positive long-term outcomes for you and your family. 

Wealth Management 

Retirement Planning (including pensions)

Investment Planning 

Family Protection 

Wealth Protection 

Tax Relief 

Business Investment Planning and Protection 

These are personal decisions and personal choices, and for that reason I consider it immensely important to offer a personal approach. My whole style is consultative, my communication clear and jargon free. You can be completely confident in my technical and financial knowledge, but also expect an understanding ear and an informal, friendly, professional relationship. 

My own personal career experience means that I can offer empathy as well as expertise. I’ve owned a business, so small business clients benefit from advice based on practical experience as well as an in-depth understanding of financial services. 

I’ve always held honesty, integrity, a sense of community and service as my highest priority values. Call me old fashioned, but engaging with clients face to face, working through their objectives, is the most effective way of doing things. This I believe is reflected in my loyal client base and volume of referrals. 

What drives me is knowing I’m helping people towards positive outcomes; through enjoyable and productive meetings and high-quality wealth and investment planning advice. 

For an informal, no obligation chat about how I could help, please do not hesitate to contact me.

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 and are generally dependent on individual circumstances.