I joined St. James's Place Wealth Management after building a successful IFA Practice.
My Practice offers general advice and recommendations on Mortgages, Investment Planning, Pension Planning and Protection.
My approach to advice is to design long term holistic Financial Solutions for my clients, through understanding their goals with regular face to face review meetings.
I am passionate about reducing or eliminating Inheritance Tax Liabilities for clients and protecting wealth which, after all, may have been created from money that has already been heavily taxed.
In addition to the bespoke and high level personal service, I offer access to a range of carefully selected products and services from other providers to complement and enhance the range of St. James's Place Wealth Management products on offer. To represent a "best of breed" in their respective categories capable of delivering the high standards you would expect.