Contact Info

Services

• Investment Planning
• Pension Planning
• Inheritance Tax Planning
• Financial Protection
• Retirement Planning
• Life Insurance
• Critical Illness
• Income Protection
• Stocks and Shares ISA

Hours of Operation

Our Social Networks/Blogs

About Us

I specialise in providing high quality personal financial advice in many areas of wealth management. I advise individuals, business owners and businesses with widely differing financial resources.

My main areas of focus are:

Retirement and Pension Planning: Whether you need to set up or review existing retirement planning strategies, for you or your employees, I have ways to help you make the most of your retirement opportunities.

Investment Planning: Reliable wealth management advice and creating the right investment strategy are crucial elements in helping to secure your future financial well-being. Whether you are looking to invest for income or growth, I can provide quality advice, comprehensive investment solutions, and ongoing service to help you achieve your financial goals.

Inheritance Tax Planning: Would you like HM Revenue & Customs to be the biggest single beneficiary of your estate when you die? Sadly, without the right advice and careful financial planning, that is what could happen as Inheritance Tax (IHT) has an increasingly broad reach. 

Financial Protection: Protection is fundamental. It may not be the most exciting of subjects, but it keeps safe all that we hold dear. I offer advice on life insurance, critical illness cover and income protection.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can, therefore, go down as well as up. You may get back less than the amount invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.

The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The title ‘Partner Practice’ is the marketing term used to describe St. James’s Place representatives.