As a Partner Practice of St. James's Place Wealth Management, I am able to meet with you to review any personal financial planning requirements. I have considerable financial services experience spanning 25 years, having worked globally as a Finance Director in Banking, Asset Management, Insurance and Wealth Management.
I specialise in offering expert face to face advice in a wide range of financial planning areas including tax efficient investment planning, pension and inheritance tax planning and financial protection for individuals, trustees and businesses.
I am a Chartered Certified Accountant, Chartered Financial Planner, and have an Executive MBA from Warwick Business School (Distinction).
My aim is to provide a highly professional service that always puts the interests of my clients first. I know that you are the most important part of our business and that our future success depends on how well we advise you and help you plan for the future.
My philosophy focuses on maintaining a long-term trusted relationship with clients, whilst showing distinct quality, integrity and excellence. I offer clients a bespoke and high level personal service and take time to really get to know clients before offering financial advice.
The level of satisfaction may be judged by the fact that many new clients come to me as a result of personal recommendation by existing clients. When you need advice, you need advice you can trust, which will assist you in managing your financial affairs more effectively. I can relate to you and your needs, I don't talk jargon, and I explain concepts clearly.
Any meetings which we have are entirely confidential, and without obligation.