Specialist advice

Putting my clients firmly at the heart of everything I do enables me to run a genuinely client-focused business. I specialise in the following areas of advice:

Senior corporate executives
As a busy Senior Corporate Executive, you may struggle to find the time to manage your personal finances, I can help with this.
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Company directors
The financial requirements of those who have created significant capital or who earn higher incomes, can be complex.
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Business owners
I can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.
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City professionals
Expert advice for City professionals across a range of financial planning matters is available.
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Contractors
As a contractor, you need to provide your own financial benefits package for retirement, savings and protection against risk. There's lots to think about, and I can make sense of it all.
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Professional partnerships
Put in place plans to create financial clarity and fulfil your ambitions for now and into retirement.
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Copyright St. James's Place © 2025