I am an Associate Partner of St. James's Place Wealth Management.
I provide face to face financial planning advice to individuals, families and trustees helping them to plan for the future and protect against the risks of unforeseen and changing circumstances. I build long term trusted relationships with clients providing advice as required with regular reviews to help with their objectives.
With over 25 years experience I am able to provide advice on a wide range of matters including pre retirement pension planning and at retirement pension planning, investment planning, protection planning and Inheritance Tax planning.
My areas of expertise include:
- Retirement Planning (Personal Pensions, Flexible Access Drawdown and Annuities)
- Investment Planning
- Protection (Life, Critical Illness and Income Protection)
- Estate, Trust* and Inheritance Tax Planning
* Trusts are not regulated by the Financial Conduct Authority.
The Partner 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 are set out on the Group's website www.sjp.co.uk/products. The title "Partner" is the marketing term used to describe St. James's Place representatives.