To maintain high standards of knowledge and professionalism I am a member of the Chartered Insurance Institute.Read More
Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. It is useful to regularly review your finances to take advantage of any developments in legislation and tax law. If there are any changes in your circumstances, such as starting a family, changing jobs, starting your own business, approaching retirement or receiving an inheritance a review of your financial goals is crucial.
As an Associate Partner of the prestigious St. James's Place Wealth management, my focus is on you and on achieving or maintaining financial security for you and your loved ones. I appreciate that you are unique, with your own financial ideals, which is why I will not provide off-the-shelf (or off-the-web) solutions instead offering you the benefit of a single relationship to meet all your financial needs, whether your priority is to;
- Build or preserve capital
- Invest for income
- Reduce inheritance tax liabilities
- Inheritance tax planning
- Pre and post retirement planning including pension transfers
- Providing financial protection
- Protecting you and your loved ones
- Business protection and planning
I work closely with all my clients, building long-lasting relationships based on trust and an in-depth understanding of their personal finances. With advice guaranteed and St. James's Place best of breed approach to both products and services ensuring that a high standard of advice is consistently offered to my clients.
- 01362 685081
- 07502 406998