I work with both corporations and private individuals offering appropriate, practical financial advice. The essence of my business is to help make it easier and simpler for you to manage your wealth. I achieve this through the provision of personal, trusted, face-to-face wealth management advice that is designed to suit your individual long-term requirements.
I can help address straightforward issues and resolve more complex multi-faceted problems. There are no off-the-shelf solutions as my experience is that every single client has their own personal concerns, responsibilities and ambitions. The solutions that work for one, simply would not work for another.
My areas of expertise include:
- Strategies for investing capital
- Tax-effective investments
- Inheritance tax mitigation
Relationships are important to me. I work closely with my clients, building relationships based on trust. This ensures that I am able to provide appropriate advice tailored to financial needs and future aspirations when it is needed.
Many of my existing clients have been pleased with the service I offer and have introduced their friends, family and colleagues to me.
My clients have either accumulated financial wealth or strong earnings, and are often busy, professional people. They recognise the need to implement a disciplined structure to their personal finances. My clients understand the value of partnering with a trusted advisor to assist in managing their financial affairs.
I am a member of St. James's Place Wealth Management. Clients benefit from the St. James's Place approach to investment management, guaranteed* advice, and expertise throughout all aspects of personal wealth management through access to specialist advice partners.
*St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group.
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 dependent upon individual circumstances.