Navigating through a financial road map, towards achieving your goals, is a journey. 

And the journey starts with assessment, analysis and exploration. 

Our first meeting will explore your aspirations and dreams for yourself, your business if you own one, and your family. This may be a specific personal or professional ambition, a financial position or a simple desire to ensure financial security later in life. 

Of course, there will be a variety of routes. Based on a thorough analysis of your financial assets and affairs, and your appetite for risk, I’ll present the most appealing and appropriate investment planning solutions I believe are right for you. 

But life is rarely simple. So with every proposal comes a full explanation and clear steps. Consideration of the ups and downs in life’s circumstances, with solutions for these should they occur. The flexibility to reassess, adjust and review arrangements through ongoing meetings.

As an Associate Partner at St. James's Place, I’m able to offer a wealth of further benefits. You can be reassured that your investment planning is in the hands of a highly credible, well-established, financially robust professional organisation. You’ll have access to additional specialist expertise. You have the peace of mind that selected third party providers are rigorously vetted, with high professional standards and quality of service. 

So whilst there are no guarantees and no certainties in life; it will be my commitment to help to ensure you are in the very best position to maximise your assets, plan for changes in circumstances and help you to achieve your financial goals. And I’ll do so, through an enjoyable, relaxed, honest working relationship that’s focused on you. 

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.